Webinar: 2021 Emerging Markets Outlook

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This Wednesday, May 5th, 2021 at 11:00 am, Integrity Research Associates will host the next in its series of live ResearchInsights webinars featuring three highly regarded independent emerging markets analysts to discuss the 2021 Emerging Markets Outlook, and reveal a few favorite trading ideas within the sector that are likely to be profitable over the coming year.   

This Week’s 2021 Emerging Markets Outlook

Historically, those betting on the emerging markets (EMs) to outperform the domestic US markets have often been disappointed.  Despite strong growth and supportive demographic and consumer trends, EM equity returns have only averaged +3.6% per year from 2010 to 2019.  However, 2020 was different as the MSCI Emerging Markets Index outperformed the S&P 500 for the first time since 2017 (EM gained +18.5% versus the S&P 500’s +18.4%).     

So was 2020 an anomaly, or was it the start of a longer period of outperformance for the emerging markets?  On Wednesday, May 5th, 2021 a panel of three experienced independent emerging markets analysts will discuss the 2021 Emerging Markets Outlook, and will highlight the regions and investment opportunities that are most likely to outperform in 2021.  A few of the topics this panel of analysts will address include:

  • Which Emerging Market countries that performed well during the COVID pandemic are most likely to experience a correction in 2021?
  • During 2020, EM debt issuance was quite strong.  How should EM bonds fare in 2021, and what are likely to be the key drivers of these markets?
  • Emerging Market equities appear to be expensive on a PE basis.  Why do you believe these stocks will be able to sustain their rich valuations?
  • Can the Emerging Markets continue the strong performance they experienced in 2020 through 2021?  Why or why not?
  • Emerging market economies are a diverse bunch. As markets anticipate a global recovery, are there certain economies that are well-positioned to outperform?
  • What is the biggest surprise that Emerging Market investors are likely to experience as the global recovery from COVID-19 continues in 2021?

Click here to register for this week’s live panel discussion. The three analysts on this week’s panel include:

David Riedel, Founder, Riedel Research Group

Building on his background living and working in China and Taiwan in the 1980s and 90s, David had a successful career as an equity research analyst at Salomon Smith Barney in Asia and the US. In 2003 David founded the first independent equity research firm focused on the global emerging markets called Riedel Research Group. David is a frequent contributor to various print media, and is the author of Finding the Hot Spots: 10 Strategies for Global Investing (Wiley, 2006).

Victor Galliano, Founder, Galliano’s Latin Notes

Victor Galliano is the founder of independent research firm Galliano’s Latin Notes (GLN). He is an experienced equity analyst, having covered Latin American banks and non-bank financials for 14 years, as well as Southern European banks. Prior to becoming an independent research analyst, Victor worked as a sell-side equity analyst for Barclays, HSBC, BBVA LatInvest, Barings and NatWest. Victor has a contrarian approach to investment research, and he also publishes thematic research reports.

Jon Harrison, Managing Director, TS Lombard

Jon joined TS Lombard in 2014 as a senior Macro Strategist in the EM Macro Strategy team with a mandate to deepen coverage in the FX, fixed income and credit markets. In addition to 10+ years as an emerging markets strategist, Jon brings his previous experience leading an investment bank’s hedge fund sales team. Jon began his career as a strategist at Deutsche Bank. He then moved to Dresdner Kleinwort as the senior strategist in their highly respected Emerging Markets Research team.

This week’s 2021 Emerging Markets Outlook panel is the seventh in a series of “investment ideas” events organized by Integrity Research Associates covering various sectors, themes, and topics that asset manager clients have asked about. Click here to register for this week’s live panel discussion.

June’s upcoming ResearchInsights panel will address the insights of three highly experienced independent analysts on their views on how the Convergence of Investment Research and Alternative Data is impacting both the producers of investment research, and the suppliers of alternative data.

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About Author

Mike Mayhew is one of the leading experts on the investment research industry. In addition to founding Integrity Research, Mike is on the board of directors of Investorside Research Association, the non-profit trade association for the independent research industry, and a frequent speaker on research industry trends and developments. Mike has over thirty years of research industry experience. Email: Michael.Mayhew@integrity-research.com

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