With the Corona virus topping the headline news, emerging markets are again propelled into the limelight. How will this affect investments in the region, in addition to the existing trade wars, the difficult Middle East geopolitical situation, oil prices, the US Dollar, and upcoming US elections?
As the debate rumbles on, Dominic Bokor-Ingram, European CIO of Fiera Capital, will focus on the opportunities being presented by irrational investment decisions, explaining how the investment team uses these dislocations to upgrade the quality and growth aspects of the portfolios at the right valuations. He will further explain why the debt metric of the portfolio is crucial for companies to survive and prosper through uncertain short term events. Expect also an update on our flagship emerging market strategies, along with an introduction to our soon to launch Smaller Emerging Markets Opportunities strategy.
Fiera Capital has a long track record in providing emerging market investment solutions. Our approach is a bottom-up, all cap stock picking strategies looking for both quality and growth at the right price. We run relatively concentrated portfolios with a high percentage of active money and have demonstrated good alpha generation from stock picking. Managing over USD 4.7bn across our emerging markets strategies (as at 30 Sep 2019), we offer investment opportunities encompassing global emerging markets equities, frontier markets equities, regional equity strategies, and Asian private debt.