FEATURED TOPIC
Navigating Emerging Markets in a Low Yield World
Navigating Emerging Markets in a Low Yield World
AIR DATE
November 15, 2021 | 12:00 PM, EDT
November 15, 2021 | 12:00 PM, EDT
DISCUSSION HIGHLIGHTS
As the world emerges from the worst of the COVID-19 pandemic, the case for emerging markets has been strengthening, especially as developed market investors grapple with low yields, low growth, and the spectre of rising inflation. In this Monday Minute we look at the case for emerging markets and why they’re more compelling than ever for asset owners. We’ll talk about the best way to access them (debt vs. equities, etc), emerging themes like technology, geopolitical risk and ESG, and the best approach for identifying areas of future outperformance.
As the world emerges from the worst of the COVID-19 pandemic, the case for emerging markets has been strengthening, especially as developed market investors grapple with low yields, low growth, and the spectre of rising inflation. In this Monday Minute we look at the case for emerging markets and why they’re more compelling than ever for asset owners. We’ll talk about the best way to access them (debt vs. equities, etc), emerging themes like technology, geopolitical risk and ESG, and the best approach for identifying areas of future outperformance.
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Access to the Monday Minute provides you the link to view at your leisure or share with your team.
Regina Chi, CFA®
Vice-President and Portfolio Manager | AGF Investments
Vice-President and Portfolio Manager | AGF Investments
Regina Chi has lead responsibility for AGF’s Emerging Markets strategies. She has an investment philosophy consistent with AGF’s Global Equity Team and looks for quality companies that have long-term sustainable competitive advantages at attractive valuations.
Regina is a member of the AGF Asset Allocation Committee, a group of senior investment professionals that meet quarterly to discuss, analyze and assess the macroeconomic environment and capital markets to determine optimal asset allocations. She also serves as co-Chair of AGF’s Diversity and Inclusion Committee, which develops, creates organizational awareness around and promotes best practices related to diversity and inclusion across the firm.
Regina brings more than 25 years of international equity experience to this role. She was most recently a partner at a boutique U.S. investment firm, where she served as portfolio manager for the Emerging Markets and International Value disciplines.
Regina is a CFA® charterholder. She received her Bachelor of Arts in Economics and Philosophy from Columbia University. She is also a member of 100 Women in Finance, an organization working to strengthen the global finance industry by empowering women to achieve their professional potential at each career stage.
Regina is a member of the AGF Asset Allocation Committee, a group of senior investment professionals that meet quarterly to discuss, analyze and assess the macroeconomic environment and capital markets to determine optimal asset allocations. She also serves as co-Chair of AGF’s Diversity and Inclusion Committee, which develops, creates organizational awareness around and promotes best practices related to diversity and inclusion across the firm.
Regina brings more than 25 years of international equity experience to this role. She was most recently a partner at a boutique U.S. investment firm, where she served as portfolio manager for the Emerging Markets and International Value disciplines.
Regina is a CFA® charterholder. She received her Bachelor of Arts in Economics and Philosophy from Columbia University. She is also a member of 100 Women in Finance, an organization working to strengthen the global finance industry by empowering women to achieve their professional potential at each career stage.
Christian Hensley
Senior Managing Director, Equities and Credit | IMCO
Senior Managing Director, Equities and Credit | IMCO
Christian Hensley is Senior Managing Director, Equities and Credit. He oversees IMCO’s private equity, public equities and global credit programs, which are executed both internally and through external managers. He is particularly focused on creating organizational partnerships and sourcing new opportunities to generate long term value for clients.
Christian joined IMCO in 2019 and has deep experience across the investing spectrum, including oversight for active mandates and fundamentally-driven direct investment programs. He is an experienced corporate director, having served on the boards of public and private companies in North America and Europe spanning the business services, healthcare, technology and communications industries.
Christian was formerly Managing Director and Head of Relationship Investments at CPPIB, where he led a global team of 40 professionals. Previously he spent 11 years in the private equity and growth capital industry at Charterhouse Group and Planier Capital and began his career at Salomon Brothers in New York.
Christian graduated from the MBA program at Harvard Business School and holds a Bachelor of Arts from the University of Pennsylvania.
He has been a committed supporter of the United Way for many years and remains actively involved in their ongoing corporate and individual giving campaigns.
Christian joined IMCO in 2019 and has deep experience across the investing spectrum, including oversight for active mandates and fundamentally-driven direct investment programs. He is an experienced corporate director, having served on the boards of public and private companies in North America and Europe spanning the business services, healthcare, technology and communications industries.
Christian was formerly Managing Director and Head of Relationship Investments at CPPIB, where he led a global team of 40 professionals. Previously he spent 11 years in the private equity and growth capital industry at Charterhouse Group and Planier Capital and began his career at Salomon Brothers in New York.
Christian graduated from the MBA program at Harvard Business School and holds a Bachelor of Arts from the University of Pennsylvania.
He has been a committed supporter of the United Way for many years and remains actively involved in their ongoing corporate and individual giving campaigns.
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