February 13 - 15, 2019
National Doral, Miami
44 (0) 207 036 1355
Portfolio Manager and Partner
Commodity Asset Management
4:10 PM Oxford Style Debate: True or False- With rising rates, trade wars and political uncertainty the sell off in emerging markets is set to continue
Chatham House Rule
Ø Assessing the cases for a bullish or bearish market in 2019- What drivers will impact your EM investing?
Ø What are the cases for a reversal in sentiment and technicalities which would make EM investing more attractive in 2019?
Ø Will the forecasted interest rate rises in 2019 positively or negatively affect EM markets in 2019?
Ø Is political uncertainty set to continue to derail EM investing in the year ahead or are we set for a more stable year?
11:30 AM EM Boardroom: 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 labor, distressed debt, dictators, political instability and many more- What EM themes will dominate the agenda over the nest 12 months?