Coming out of covid – What next for emerging markets?

Not for a century has the global community had to navigate its path through a cataclysmic pandemic.  Finally, positive signs are emerging:  Most developed markets are at advanced stages of vaccine roll outs.  The result: V-shaped GDP recovery forecasts, but also the signs of emerging inflationary pressure.

The picture in emerging markets is muddier.  Many North and Eastern Asian nations, especially China are functioning at broadly pre-Covid levels.  Others, first Brazil, more recently India, have seen terrible surges in cases.  So, where does this leave the outlook for Emerging Markets?

In this Panel, we will explore this twin speed recovery with two presentations from leading Emerging Markets specialists.  Loomis Sayles will focus on Emerging Market Equity and Capital Group will address Emerging Market Debt

Loomis Sayles Capital Group
Sponsors Loomis Sayles Capital Group
With panellists Mercer RisCura Aon