KO 대한민국 개인

Finding Opportunity in Uncertainty

2018년12월 - 18 분 읽기

Ricardo Adrogué, Barings’ Head of Emerging Markets Debt, recently participated in a Pensions & Investments roundtable discussion with a panel of other emerging markets experts.

Fundamental analysis and bottom-up investing are keys to success

Amid continuing volatility on the back of one of the biggest selloffs in emerging markets this year, active managers are finding hope in the long-term outperformers for their EM portfolios. The negative global macro-environment has, in fact, separated the bad from the good and has forced some EM companies and countries to be more self-reliant. A panel of emerging market experts that includes Maria Negrete-Gruson, managing director and portfolio manager at Artisan Partners; Ricardo Adrogué, head of global sovereign debt and currencies at Barings; and Claire Franklin, portfolio manager at BMO Global Asset Management discuss the macro-environment, share company and country specifics, and offer insights on where to look past the headlines.

X

베어링자산운용은 당사 웹사이트 사용자들에게 최적화된 웹 경험을 제공하고자 쿠키를 사용합니다.
베어링 웹사이트를 이용함으로써, 당사의 쿠키정책법적 & 개인정보고지사항에 동의하는 것으로 간주합니다.