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Emerging economies have felt the effects of COVID-19 on many fronts, including ruptured supply chains, declines in export demand, and capital flight. This, along with a global economic slowdown, will weigh heavy on investors, and likely cause some pullback. However, as investors dump asset en masse, there are many overlooked opportunities available for those invested for the long-term.

Investing in Emerging Markets North America puts asset classes from global emerging economies under the microscope by institutional investors, who will examine their short and long-term viability for investment portfolios.

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SECTION 1


MACROECONOMICS

1.1 INTERVIEW: What are the long-term effects of central bank intervention on emerging market asset values?

- Randy Brown, Chief Investment Officer, Sun Life Insurance

1.2 WHITE PAPER: What are the long-term effects of central bank intervention on emerging market asset values?

- Whitney Jiranek, Senior Analyst, Global Emerging Market Equities, BNP Paribas Asset Management

1.3 INTERVIEW: How are emerging markets presenting opportunities in ESG investments?

- Juha Venalainen, Senior Portfolio Manager, Cross Asset Allocation, Ilmarinen

- Nina Arkko, Responsible Investment Analyst, Ilmarinen

1.4 ROUNDTABLE: What effects are periphery EU emerging economies feeling and how will they look post-recovery?

- Debora Revoltella, Chief Economist, European Investment Bank

- Koray Alper, Economist, European Investment Bank

- Aron Gereben, Senior Economist, European Investment Bank

SECTION 2


ASSET CLASSES

2.1 INTERVIEW: Which emerging markets are presenting promising opportunities for sovereign debt investors?

- Scott Grimberg, Senior Portfolio Manager, Fixed Income, CalPERS

2.2 INTERVIEW: Global public equities: growing opportunities or increased caution?

- Tim Reynolds, Senior Portfolio Manager, Employees Retirement System of Texas

2.3 INTERVIEW: Do emerging market equities offer growth potential opportunities in the face of potential supply chain shifts and declining consumer confidence?

- David Hunter, Chief Investment Officer, Retirement Investment Office, State of North Dakota


SECTION 3

THE POST-COVID-19 RECOVERY

3.1 INTERVIEW: China’s global economic standing in the post-COVID-19 era and the road ahead

- Don Lindsay, Chief Investment Officer, American Institutes for Research

3.2 INTERVIEW: Sustainable bonds: Fighting the effects of COVID-19 in emerging markets with an ESG approach

- Heike Reichelt, Head of Investor Relations, World Bank

Whitney Jiranek

Senior Analyst, Global Emerging Market Equities, BNP Paribas Asset Management

Juha Venalainen

Senior Portfolio Manager, Cross Asset Allocation, Ilmarinen

Nina Arkko

Responsible Investment Analyst, Ilmarinen

Debora Revoltella

Chief Economist, European Investment Bank

Koray Alper

Economist, European Investment Bank

Scott Grimberg

Senior Portfolio Manager, Fixed Income, CalPERS

Tim Reynolds

Senior Portfolio Manager, Employees Retirement System of Texas

Don Lindsay

Chief Investment Officer, American Institutes for Research

Heike Reichelt

Head of Investor Relations, World Bank

BNP Paribas Asset Management is a leading provider of quality investment solutions for institutional, corporate and individual investors. We are backed by BNP Paribas, whose scale and A+ rating gives us and our clients the secure foundations to invest and make a positive difference to people’s futures.

We are ‘the asset manager for a changing world’. We are organised to stay at the forefront of developments while maintaining an unwavering focus on what our clients want most – long-term sustainable returns, built on the firm foundations of quality assets.

Our investment teams are focused on fixed income, equities, multi-asset and quantitative solutions and private debt and real assets. They are located in 23 countries across six continents. We began offering investment management services in 1964 and have been serving US clients since 1972. We had $486 billion in assets under management and as of June 30, 2019. To learn about our full range of investment capabilities, visit: institutional.bnpparibas-am.com.

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

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Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message