06 - 08 November, 2018
Beurs van Berlage, Amsterdam
44(0) 207 368 9540
Senior Portfolio Manager
Allianz Global Investors
2:20 PM 360 Perspective: Identifying the winners and losers in EM investing- Where will you find the most profitable havens in 2019?
Ø Geo-politics, internal policies and elections- How has the 2018 landscape impacted EM investing?
Ø The outlook for 2019 and performance of macroeconomic indicators- Inflation, interest rates, GDP, exchange rates and the effect this will have on EM
Ø Hard currency and local currency markets- Where do the best opportunities lie in EM investing in the year ahead?
Ø Commodity markets, cheap labour, distressed debt, dictators, political instability and many more- What EM themes will dominate the agenda over the nest 12 months?