The Emerging Markets Edge

We explore emerging markets to uncover investment opportunities across regions and sectors.  This session will highlight how skilled investors are navigating complexity to find value in fast-changing markets across the region

We’ll examine:

• Thematic tailwinds – how AI, digital infrastructure, and the energy transition are creating sector-specific growth stories

• Geopolitical shifts – including the potential impact of a Trump return on trade, currency, and investor sentiment across emerging economies

• Regional insight – what’s driving performance and reform in key EM regions

• Value v Growth across the emerging market

Our expert portfolio managers have diverse investment styles which will open a great debate, they are:

• Naomi Waistell  of Carmignac
• Raheel Altaf of Artemis
• Marc Miller of DRZ Investment Advisors

Our panelists include expert investors in manager search and selection and capital deployment.