March 11 - 12, 2019
The Ritz-Carlton Westchester, White Plains, NY
Founder and CIO
Divergent economies and interest rate cycles, central bank loss of independence, populism, policy mistakes and elevated market volatility; this is the world facing EM in 2019 and 2020. In this presentation, you will deep dive into the current political landscape and identify which factors you should consider most when looking at political risk and new investment opportunities.
- Monitoring geopolitical risk and how best to integrate this knowledge into your investment decision making process.
- How will the political landscape impact economies and markets in the EM world? How can you benefit from the ensuing uncertainty into 2020?
- With President Trump in power until January 20th, 2025 how do you add value from your EM investments? What will be the impact on China?
- And finally, forget Brexit - why is the Eurozone at risk of imploding and what impact could that have in EM assets regionally and globally?