Coronavirus sent shockwaves through the global economy earlier this year with emerging markets bearing the brunt of the impact.
However, as economies begin the re-open, emerging markets offer some fantastic upside potential to investors willing to take the plunge.
This full-day event took a deep dive into the current state of the emerging market landscape while analysing the different ways investors can gain exposure through the range of European ETFs available.
This activity is estimated to qualify for 3 hours of accredited CPD.
This virtual event is exclusively aimed at buy-side professionals.
Participation is subject to approval by ETF Stream.
9:00 ETF Stream Welcome Remarks
9:05 Opening Keynote Presentation China’s search for its strategic space – how Chinese national aspirations are expressed through its economy
Kerry Brown Professor of Chinese Studies and director of the Lau China Institute King's College London
9:25 Panel Geopolitics or fundamentals: What factors are driving emerging markets?
Panellists: Mark Purdy, Managing Director and Chief Economist, Accenture Research
Jon Harrison, Managing Director, EM Macro Strategy, TS Lombard
Brad Holland, Director of Investment Strategy, Nutmeg
Moderator: Tom Eckett, Deputy Editor, ETF Stream
10:00 Morning Networking Break
10:10 Panel Emerging market debt: Evolution and opportunity
Panellists: John Leiper, Chief Investment Officer, Tavistock Wealth
Katherine Magee, Investment Specialist, Quantitative Beta Strategies, JP Morgan Asset Management
Matt Brennan, Head of Passive Portfolios, AJ Bell
Moderator: George Geddes, Senior Writer, ETF Stream
10:45 Sponsor Keynote Emerging Markets: The Digital Consumer Revolution
Andre Voinea, Director, Head of German Speaking Regions, HANetf
11:10 - 14:00 Extended Break
14:00 Panel China A-Shares: Time to dominate indices
Panellists: Weixu Yan, Head of ETF Research, Close Brothers Asset Management
Patricia Keogh, Senior Portfolio Manager, HSBC Global Asset Management
Johannes Petry, ESRC Doctoral Research Fellow, University of Warwick
Moderator: Tom Eckett, Deputy Editor, ETF Stream
14:35 Afternoon Networking Break
14:45 Panel ESG and emerging markets: Match made in heaven?
Panellists: Patrick Thomas, Head of ESG Investments, Canaccord Genuity Wealth Management
Dimitar Boyadzhiev, Senior Analyst, Manager Research, Passive Strategies, Morningstar
Moderator: David Stevenson, Columnist, Financial Times
15:20 Closing Keynote Presentation: Emerging market ETFs under the spotlight
Henry Cobbe, Head of Research, Elston Consulting
15:40 ETF Stream Closing Remarks
