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Emerging Markets Equity

Disruption Spurs Opportunities in Today’s Emerging Markets

27 January 2021

3:00 PM CET

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  • Market Review of 2020 – Strange Days Indeed
  • EM Outlook for 2021 and Beyond
  • Disruption and Digitization as an Investable Structural Growth Theme but with Valuation Challenges
Speaker(s)
David Semple

Portfolio Manager

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Natural Resources

Mega Trends Are Aligning In The Natural Resource Space

28 January 2021

3:00 PM CET

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  • Macroeconomic tailwinds (for now)
  • Company sentiment improving while fundamentals remain strong
  • “Transition resources” are emerging as a viable investment opportunity
Speaker(s)
Shawn Reynolds

Portfolio Manager

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Gold Investing

Moat Investing

Emerging Markets Equity

Emerging Markets Bonds

ETF Insights

Natural Resources

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