Tariffs, trade wars and tensions between the US and China has dominated the political and financial discourse throughout 2019. As such, both asset owners and managers have had to examine their emerging market equity investment strategies to address the impact of political uncertainty and the strength of the dollar. Historically, political volatility has resulted in increasingly attractive, albeit relatively riskier opportunities in emerging market equities. Therefore, developing and implementing strategies that balance risk and reward, account for political upheaval, and consider long-term growth cycles are essential.
The Investing in Emerging Market Equities, Europe 2019 brings together UK and wider European based Chief Investment Officers, equity focussed managers, and economists from pension plans and insurance groups to examine how emerging market equities are being impacted by increased political volatility, the global implications, and the strategies that asset owners are implementing to address risk.