Investing in Emerging Markets – Is Now the Time?

Date:

12 April 2022 to 20:30

Venue:

Het Slot Zeist, Zinzendorflaan 1, 3703 CE Zeist, Netherlands

Chairperson:

Frans Dooren, Managing Director and Chief Investment Officer, Stichting Nedlloyd Pensioenfonds

Details:

With 2022 being a volatile year so far and with heightened geopolitical risks on the horizon including with Russia and China, just what should pension funds do to ensure they have a robust portfolio what can deliver the returns they need? In particular, while emerging markets have disappointed for the past decade or so, what is their outlook and should pension funds consider allocating to emerging markets today?

Just what are the inherent risks in emerging markets today (whether equity or debt) and how can you plan to mitigate these?
What are some of the challenges such as governance, costs and transparency and ESG issues to consider when investing in emerging markets today?
What are the opportunities both in debt and equity as pension fund boards look to decide on whether to increase or decrease their exposures to emerging markets either strategically and/or tactically?
Will the growth rate in emerging markets be sustained and, if so, will it still lead to significantly higher than expected returns in asset classes?How should schemes consider allocations to China and also frontier markets?

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.