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Wednesday, 12th February 2025
11:00am EST | 4:00pm GMT | 5:00pm CET
Smaller EM and Frontier Markets: Opportunities Beyond Trump
Join us for an insightful webinar featuring Andrew Brudenell, EM Frontier Equity Lead Portfolio Manager, and Gustavo Medeiros, Ashmore’s Global Head of Research.
This webinar, held nearly one month after Donald Trump’s inauguration, will provide valuable insights into markets that have demonstrated lower volatility, lower correlation and downside protection compared to developed markets equities.
Discover how domestic orientated growth drivers are combining with structural economic reforms creating attractive investment opportunities across the ASEAN, Gulf, Balkans and Andean regions, among others.
Don’t miss this chance to gain a fresh perspective on smaller emerging markets and frontier markets and their unique investment potential.
Speaker biographies
Gustavo Medeiros
Gustavo 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.
Andrew Brudenell
Andrew Brudenell, Portfolio Manager Global Frontier and Head of Frontier Markets investment team, 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 over nine 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.