March 11 - 12, 2019
The Ritz-Carlton Westchester, White Plains, NY
Managing Director, Emerging Markets
Mauro Roca, Managing Director, Emerging Markets, TCW
2. Sub-Saharan Africa
Alejo Czerwonko, Director, Emerging Markets Investment Strategy, UBS Asset Management
Eric Jayaweera, Senior Portfolio Manager, Emso Asset Management
6. Eastern Europe
Typically, a soaring dollar and high global yields trigger a sell-off of EM assets, so the Fed’s interest rate hikes can certainly create difficulties for central bankers. Policy makers have already begun to act, with Argentina’s central bank raising interest rates three times, Russia braking on further monetary easing and Indonesia burning reserves to hold up its currency.
- What does the future hold for central banks and how will EM investments be effected?
- Should the Fed give more consideration to the global repercussions of policy tightening?
- What is the optimal monetary policy response to external financial shocks?
- Leadership changes and shifts in policy - is there a way to prepare and capitalize on this?