WEBINAR: Frontier & Small EM - Strength despite uncertainties
Frontier & Small EM: Strength despite uncertainties
Tuesday, 14th May 2024
11:00am EDT | 4:00pm BST | 5:00pm CEST
While you have been looking left (the US), are Small EM & FM delivering on the right?
Please join Andrew Brudenell, Lead Portfolio Manager for Frontier Market strategies, and Gustavo Medeiros, Ashmore’s Global Head of Research. During this live webinar they will discuss their views on why they believe small EM & FM continue to offer such rich rewards for investors.
They will also address their thoughts on the need for diversity in global asset allocations and the role small EM and FM can play, as well as why these markets can sustain high returns despite uncertainty around global interest rates, trade flow volatility and geopolitical tensions.
Speaker biographies
Andrew Brudenell
Andrew Brudenell, Portfolio Manager, Head of Frontier Markets strategies, joined Ashmore in December 2015. Prior to joining Ashmore, Andrew was head of the Global Frontier Equity Strategy, and Lead Portfolio Manager at HSBC Global Asset Management. He has been in the investment industry since 1997 and has 15 years of investing experience in Frontier Markets. Prior to joining HSBC, he worked as a US Fund Manager at Scudder Investments and as an Asia Pacific Equities Analyst and Global Equities Portfolio Manager at Deutsche Asset Management. He holds an MSc from the London School of Economics and is a CFA charter holder.
Gustavo Medeiros
Gustavo Medeiros, Head of Research at Ashmore Group, is responsible for following macroeconomic and political developments across developed economies and emerging markets. He is responsible for providing a review and forward-looking views of macro top-down developments on a weekly basis to the Investment Committee and, where required, works with the investment teams to translate these views in actionable investment ideas. Before joining Ashmore, Gustavo worked for ten years at HSBC in São Paulo and London, where he traded Latin American local rates and currencies. After joining Ashmore in 2011, Gustavo worked for six years with the local currency team covering Latin America before joining the sovereign external debt team as portfolio manager responsible for Eastern European and African markets. Gustavo was appointed to Deputy Head of Research in October 2019 and became Head of Research in October 2021. He holds a degree in Business Administration from Fundação Armando Alvares Penteado in São Paulo and is a CFA charterholder.