Emerging Markets Investment Outlook 2021

The emerging markets equity landscape has greatly underperformed developed markets over the last decade despite higher rates of GDP growth. Many forces are challenging the development of these countries that didn’t exist 10 years ago such as environmental & human rights concerns, commodity price deflation, COVID-19, tariffs, and more. What is driving the potential for emerging market returns in both equities and fixed income and where do they fit in a diversified portfolio?

Learning Objectives:

• Learn about changes in risk & return drivers for EM debt and equity.
• Investigate how others are incorporating these sub-asset classes into their overall investment methodology.
• Learn what the investment outlook is for the largest MSCI EM component: China.

Who Should Attend:

• Portfolio Managers
• Analysts
• Financial Advisors

Speakers:

David Dali
Head of Portfolio Strategy, Matthews Asia

David Dali is Head of Portfolio Strategy at Matthews Asia. In his role with the investment team, David serves as a macro thought leader, and also serves as a proxy for Portfolio Managers, providing individual portfolio insights and analytics to clients. Prior to joining Matthews Asia in 2015, he was a Portfolio Strategist for BlackRock with the firm’s Multi-Asset Emerging Markets Allocation Fund.

Sudarshan Murthy, CFA
Partner, Senior Investment Analyst & Deputy Portfolio Manager for Emerging Markets Equity, GQG Partners

Sudarshan is a deputy portfolio manager for GQG Partners’ Emerging Markets Equity strategy since 2019 and has been a senior investment analyst on the investment team since he joined the firm in 2016. Prior to joining GQG Partners, he spent five years as a generalist analyst in Asian equities at Matthews International Capital.

Moderator:

Amy Mitchell, CFA, CFP
Wealth Advisor, Hemington Wealth Management

Amy Mitchell is a Wealth Advisor at Hemington, where she helps her clients focus on their goals and priorities and then develops a personal comprehensive financial plan that supports their vision. Amy believes that financial education is a cornerstone of holistic wealth management. She works to empower her clients, especially women, by helping them to understand their finances and feel confident they are making smart money decisions.

Qualifications:

• CFA Institute PL Credit Hours: 1 Credit
• CFA Institute Competency Framework Skill: Industry Awareness + Regulatory Compliance

Registration:

• CFAW Member: FREE
• Non-Member: $25

This event is FREE to CFAW Members!

The live event has passed.

You may access a recording via the ticket below.

Contact events@cfawashington.org with any questions.