Fixed Income Leaders Summit: Emerging Markets 2020

March 09 - 11, 2020

The Ritz-Carlton Westchester, White Plains, NY

Peter Marber, Chief Investment Officer, EM at Aperture Investors

Peter Marber


Chief Investment Officer, EM
Aperture Investors

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

Download The Latest Agenda

TUESDAY, MARCH 10TH, 2020: DAY ONE – ANTICIPATING AND MANAGING RISK

Tuesday, March 10th, 2020


10:40 AM KEYNOTE PANEL: Devoting More Energy to Country Selection As Success Rates Get More Selective

Does a rising tide really lift all boats?  In the last 5 years clearly not all EM are doing well at the same time.  In the last big commodity supercycle uptake, a lot of commodity producing countries worldwide saw currencies appreciate, hard currency rise, and credit reserves fall.  If global growth picks up it might be more domestically-driven than cross-border trade-driven than in the past.
  
•Do security-specific analysis for performance
•Use major divergence as a spur for active management
•Anticipate a deglobalizing environment

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