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Thursday, 10th April 2025
8:00am EDT | 1:00pm BST | 2:00pm CEST
Enactment day: What tariffs mean for Emerging Markets Debt and Equity
Join us for an insightful webinar featuring Gustavo Medeiros, Ashmore’s Global Head of Research, Alexis de Mones, Ashmore Fixed Income Portfolio Manager, and Edward Evans, Ashmore Equity Portfolio Manager.
This webinar, held the day after ‘Liberation Day’ tariffs are due to come into effect, will provide valuable insights into the goal of tariffs, the market impact and where we expect to be once the dust settles.
Don’t miss this chance to gain a fresh perspective on the investment opportunities at a time of market volatility.
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.
Alexis de Mones
Alexis de Mones, Portfolio Manager, joined Ashmore's fixed income team in 2012. Alexis started his career in 1997 at Morgan Stanley as an Emerging Markets sovereign credit analyst covering EMEA. In this capacity Alexis notably advised Middle Eastern and Central Asian sovereigns and corporates on their credit ratings and access to the capital markets. From 2002 onwards, Alexis managed Emerging Markets and Global fixed income portfolios at Morgan Stanley, ABN Amro and BlackRock where he was lead investment strategist for the Global Bonds product. Alexis holds a Masters in Public Policy from Harvard University and an Honours Degree in Business from EDHEC in France.
Edward Evans
Edward Evans, Portfolio Manager, joined Ashmore in 2017. Previously, Edward worked from 2009 at Schroders Investment Management in London within their Emerging Markets Equity team. Edward worked from 2007 at ABN AMRO Asset Management as a Portfolio Manager within their Emerging Markets Equity Team. Edward started his career at JPMorgan Asset Management in London, initially as part of the Graduate Business Development Programme after which Edward specialised in Far East & Emerging Markets Equity. Edward is a CFA Charterholder and holds a BA Hons in Economics, French and Business Management from Durham University.