Emerging Markets Seminar – 2018

Emerging markets are coming under strain – but the challenges faced by these economies are not likely to be their undoing.

That’s what CAMRADATA’s Seminar was about. Drawing on expertise of portfolio managers across equities, bonds, multi-asset and quant, we aimed to: remind ourselves why emerging markets made sense in the first place, ask if those reasons remain robust under the weight of current concerns and consider how oncoming volatility might present opportunities.