Emerging Markets Outlook
Emerging markets saw impressive growth in 2017, buoyed by a pickup in world economic growth and low interest rates that ignited a global search for yield. This year, emerging markets have been holding up better than expected, especially in the early February stock sell-off. We will examine investment and economic opportunities in emerging markets, as well as factors driving growth. What lessons from last year's geo-political climate can we apply now to discover new opportunities? How do upcoming elections in Hungry, Mexico, and Brazil impact investment strategies? When evaluating emerging markets, how do investors calculate political risk, friendly-trade regimes, or effective infrastructure?
Chairman, International Capital Strategies, LLC
Teresa C. Barger
Co-Founder and CEO, Cartica Management, LLC
Managing Director and Portfolio Manager, Principal Portfolio Strategies, Principal Global Investors
Chairman, CG Corp. Global
Group Managing Director, Emerging Markets, TCW
Francisco N. González
CEO, Bancomext, S.N.C.