Join us for canapés and drinks on the afternoon of Thursday, November 14 with Portfolio Manager, Paul Wimborne of J O Hambro Capital Management, along with Michael Elsworth, Executive Manager, Investment Consulting from Lonsec.
The trade war, slowing global growth and a strong dollar have caused headwinds for Emerging Markets equities in the past few years.
But a weaker dollar should provide a catalyst for a strong rotation back into the long- forgotten domestic demand opportunity in Emerging Markets.
In the meantime, the EM investment team remains focused on idiosyncratic self-help stories in countries like India, South Korea, Russia and UAE, making EM equities as relevant as ever for accumulation and retirement portfolios.
Following the session there will be time for questions and open discussion