Fixed Income Leaders Summit: Emerging Markets 2019

March 11 - 12, 2019

The Ritz-Carlton Westchester, White Plains, NY

Marshall Stocker


Portfolio Manager, Vice President, and Global Macro Equity Strategist
Eaton Vance


4:45 PM Presentation: Emerging Markets Equities... from a Fixed Income Perspective

For attendees interested in discussing real money traded in real time… emerging market equity funds offer investors access to countries and areas of the world that are undergoing economic transition. After a two-year rally, EM stock returns slowed in 2018. How can you best prepare for short-term market moves, while at the same time, understand that EM equity performance cycles typically unfold over several years? This interactive presentation will present empirical data to:
•Go beyond emerging markets equities and look at how sovereign analysis can be used to managed EM equity assets
•Identify the current trends in EM equity asset management which are most important for the next several years
•Explain what determines the overwhelming majority of EM equity excess returns; hint—it’s not stock-picking



Check out the incredible speaker line-up to see who will be joining Marshall.

Download The Latest Agenda