With 30 years of dedicated professional investment experience in emerging markets equities, David brings perspective and insight gleaned from his Strategy’s pursuit to discover investment opportunities in exceptional emerging markets companies that exhibit forward-looking, visible and persistent growth trends. David and his Team interact frequently with company managements in emerging markets countries, and he is able to translate those conversations into meaningful investment ideas. David shares his insights on the state of emerging markets economies and investment opportunities across numerous media outlets, industry panels and conferences.
As emerging markets economies rebound, we believe central banks will maintain their commitments to keep monetary policy accommodative well into 2021.
When it comes to digitization, many African countries remain underpenetrated compared to other emerging markets. We believe this creates alpha generation opportunity in the region.
Digitization, telemedicine and video gaming are among the sectors and industries experiencing unprecedented growth acceleration across emerging markets.