Long-term Investing in Emerging Market Equities - 10 de abril de 2025 - TecnoWebinars.com

Join MSCI and Allspring Global Investments for an exclusive webinar hosted by IPE featuring the long-run history of emerging markets (EM), highlighting the characteristics needed for investment success. In this call, Anil Rao, Executive Director MSCI Research & Development, will share the findings of his recently published research paper - Long-Term Investing in Emerging Markets - identifying drivers of total shareholder returns. Anil will then be joined by Alison Shimada, Senior Portfolio Manager, Head of Total Emerging Markets Equity from Allspring Global Investments to share the practitioners view honed over her 40-year investment career. Delving into key themes, issues and risks, the conversation topics will include: - Growth vs. returns: Why have emerging market equities lagged developed markets despite significant GDP growth and an expanding universe of listed companies? - Market divergence: What differentiates the companies that thrived— "long-term compounders"—from the broader EM indices that have underperformed post the GFC? - Investment opportunities: How can limited analyst coverage in EM create opportunities for active investors, and what fundamental attributes drive total shareholder return? - The shareholder return approach: What is it, and how does it align with quality and resilience, while providing defensiveness in down markets? - Relevance for today’s markets: How can the shareholder return framework help investors to stay invested and drive outperformance in down or range-bound markets, while capturing returns in rising markets? - Global outlook: What is the outlook for emerging markets now? How is today’s EM investment landscape different to that of decades gone by?