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Webinars

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June 18, 2025
Emerging Markets
Diversify Beyond the U.S. with EM Local Currency Bonds
Fran Rodilosso
William Sokol
Dan Lacey
Watch Replay
January 27, 2021
Emerging Markets
Disruption Spurs Opportunities in Today’s Emerging Markets
David Semple
  • Market Review of 2020 – Strange Days Indeed
  • EM Outlook for 2021 and Beyond
  • Disruption and Digitization as an Investable Structural Growth Theme but with Valuation Challenges
Watch Replay
December 17, 2020
Emerging Markets
Emerging Markets Bonds: Sailing Closer to Shore
Eric Fine
Salvatore Catalano
  • Synchronized global growth downturn but EM looks stronger
  • The unprecedented global stimulus is working
  • Lower debt levels and high real rates leave room for policy
  • EM debt overlooked in midst of global panic?
Watch Replay
April 14, 2020
Emerging Markets
How the impact of COVID-19 shapes future investment in EM
David Semple
  • Market Overview and Recent Trends
  • Current Positioning and Outlook
  • Beyond Coronavirus: Finding Investment Opportunities in the EM Space
Watch Replay
April 01, 2020
Emerging Markets
Navigating the Markets: Has China Turned the Corner on COVID-19?
David Semple
  • The impact of China’s virus response on its economic and social recovery
  • Implications on companies within e-commerce, healthcare and education
  • Focusing on the long-term growth prospects across EM
Watch Replay
October 29, 2019
Emerging Markets
Emerging Markets Local Debt: Yield and Diversification
Fran Rodilosso
  • How DM and EM central bank policy is impacting returns
  • What factors could drive EMFX returns going forward?
  • China’s upcoming inclusion in the index
Watch Replay
October 23, 2019
Emerging Markets
Capture Structural Growth in EM
David Semple
  • Market Overview and Recent Trends
  • China and its impact on EM
  • Key Portfolio Holdings  
  • Current Positioning and Outlook
Watch Replay
August 09, 2019
Emerging Markets
Rally on Hold, but for How Long
Eric Fine
Anthony Sassine, CFA
  • Market Overview and Recent Trends
  • Trade Tensions vs. Loose Monetary Policy
  • Current Positioning and Outlook
Watch Replay
July 23, 2019
Emerging Markets
Capture Structural Growth in EM
David Semple
Anthony Sassine, CFA
  • Market Overview and Recent Trends
  • China and its impact on EM
  • Key Portfolio Holdings  
  • Current Positioning and Outlook
Watch Replay
June 19, 2019
Emerging Markets
Capture Emerging Markets Structural Growth
David Semple
Anthony Sassine, CFA
  • Emerging markets outlook
  • Developments and impact of China
  • Structural growth themes
  • Key portfolio holdings
Watch Replay