EM in Discussion
New look EM in Discussion
We’ve upgraded our virtual studios for season 2 of our discussion series Ninety One Live: EM in Discussion. The series is designed to give you access to senior members of our EM investment team. We hope you can join us for these regular updates.
What can I expect?
- A dynamic virtual experience from our global broadcast hubs
- A quick pulse-take on recent market developments from our EM team
- A candid discussion on a highly relevant topic for EM investors
- Ample opportunity to ask questions
Upcoming episodes
Our latest list of upcoming episodes of EM in Discussion. We’ll keep this updated on a regular basis as new ones are confirmed.
July | Live Q&A: our EM debt & equity experts respond to your questions
Thursday, 8 July | 09h00 EDT
As investors continue to explore ways to maximize returns through the global economic recovery, our experts will share insights on where in EM they may find new sources of uncorrelated growth, attractive yields and diversification.
Submit your questions when registering, and our panel of emerging market experts across equities and fixed income will debate the issues that matter to you right now.
Register & submit your questions
If you register but cannot attend, you will receive the replay following the live event.
On-demand sessions
Tuesday, 30 November
Our EM debt team discusses the role of EM in the global transition and shares insights from the Net Zero Sovereign Index.
Watch the replay Read the summary
July | Straight talking from our EM experts to tackle your pressing questions and concerns
Thursday, 8 July
For our July EM in Discussion event we asked investors from across the globe what’s on their minds when it comes to investing in EM today.
Watch the replay Read the summary
May | The frontier market misnomer: rethink old labels if you want the full EMD opportunity set
Thursday, 20 May 2021
Investors in EMD overlook frontier markets at their peril - our experts discuss their approach to selecting the most compelling investments across this diverse opportunity set and the benefits they can bring to portfolios.
Watch the replay Read the summary
March | The Fed, inflation, the US dollar and Biden - What do they mean for EM during 2021?
Thursday, 25 March 2021
Hosted by Tom Peberdy, the discussion was with Peter Eerdmans, Head of Fixed Income, and Peter Kent, Co-Head of SA and Africa Fixed Income, who discussed the policy shifts in the US and the impact on emerging markets.