Emerging Future: Rethinking the World's Growth Engine

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Emerging markets are still widely filed under three assumptions: too volatile, too homogeneous, and short on genuinely world class companies. This presentation dismantles the outdated narrative and then turns to the more interesting question: the widening set of areas where emerging markets now lead rather than follow and what a patient, fundamental approach can do with that.

Learning objectives:

Reassess commonly held assumptions about Emerging Markets
Understand how the EM asset class has evolved and why it may be poised for a period of sustained outperformance
Explore how a fundamental, long-term approach to growth investing can uncover opportunities across EM

Presenters

Katrina Lloyd

Editor-in-Chief, Professional Adviser

Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Amy Leishman

Investment Specialist, Baillie Gifford

Amy is an investment specialist in our Emerging Markets Client Team. Prior to joining Baillie Gifford, she worked in Goldman Sachs' alternatives business, focusing on global sustainability regulation and strategy. For the majority of her career, Amy has been a senior policy advisor in the UK Government, working across Cabinet Office, DEFRA, and UK Government Investments. She holds a First Class Honours degree in Scots and English law from the University of Dundee.

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