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Webinars

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  • Recommandé
18 June 2025
Marchés émergents
Diversify Beyond the U.S. with EM Local Currency Bonds
Fran Rodilosso
William Sokol
Dan Lacey
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janvier 27, 2021
Marchés émergents
La disruption crée des opportunités sur les marchés émergents d’aujourd’hui
David Semple
  • Analyse des marchés de 2020 – Une période pour le moins atypique
  • Perspectives pour la zone euro en 2021 et au-delà
  • La disruption et la numérisation comme thème de croissance structurelle investissable, mais avec des défis en termes de valorisation
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décembre 17, 2020
Marchés émergents
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?
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avril 14, 2020
Marchés émergents
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
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avril 01, 2020
Marchés émergents
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
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octobre 29, 2019
Marchés émergents
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
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octobre 23, 2019
Marchés émergents
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
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août 09, 2019
Marchés émergents
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
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juillet 23, 2019
Marchés émergents
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
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juin 19, 2019
Marchés émergents
Capture Emerging Markets Structural Growth
David Semple
Anthony Sassine, CFA
  • Emerging markets outlook
  • Developments and impact of China
  • Structural growth themes
  • Key portfolio holdings
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