Manager Briefing: 21 May and 22 May with James Johnstone of RWC Partners
May 15, 2019
Identifying growth themes in emerging & frontier markets
A rare opportunity to hear from one of the leading managers of emerging and frontier markets - James Johnstone (Co-Head of Emerging & Frontier Markets at RWC Partners).
James will explain the key themes driving emerging and frontier markets at present and discuss some of the stocks that could become the next generation of leading companies in the world. The discussion will include:
James’ regional frontier markets preferences in the broader emerging markets portfolio and the areas of the market he is avoiding and why?
How the investment process and thematic overlay impacts on stock selection.
How the current geopolitical factors are affecting emerging and frontier market equities and how they are expressed in the portfolio with reference to stock case studies.
The key benefits and risks investors should consider when investing in emerging and frontier market equities?
How significant are liquidity risks in the emerging markets portfolio and how they mitigate them.
For financial advisers.
Confirmation of venue will be provided upon registration. Seats are limited.