Alejandra Martínez S’ Post

Are you considering a board role in an emerging market? Join me in this discussion with Jennifer Reynolds, CEO of Women Corporate Directors, as we explore the challenging yet rewarding aspects of board roles across various countries in Latin America. If you already have experience serving on a board in an emerging market, please share in the comments your views on the skills needed to create value. Let's attract talents to these vibrant markets! Stream the episode here: https://lnkd.in/di7mMuGn

Admission: On most days I feel ill-informed on politics and geopolitics. As a result, I find myself listening to and reading more to better understand history, what is happening currently and what may happen in the future. I just finished listening to this fascinating panel discussion from the Summit from one of my all-time favourite podcasts: #AllIn. This discussion with John Mearsheimer and Jeffrey Sachs was fascinating and a great learning for me. https://lnkd.in/g2VQctYk #DontBeDumb #geopolitics https://lnkd.in/g3cREscY

We are thrilled to announce the launch of The Deal Flow podcast by the Sydney Investors, Professionals and Business Networking Group Incorporated (SIPBN). Our podcast is dedicated to bringing you thought-provoking discussions with industry leaders and influencers from around the world, offering invaluable insights into the evolving dynamics of global markets and investment strategies. Giovanni delves into: ➤ The complexities of financial analysis. ➤ The significance of ethical and impact investing. ➤ The evolving dynamics of global capital markets. ➤ The challenges and opportunities within the sustainability sector. ➤ The critical role of aligning investment strategies with investor values. Link: https://lnkd.in/g9aqGChk

One of the most important debates of our time is now out: https://lnkd.in/gQwpAgts. I recently attended the #AllinSummit by All-In Podcast, which featured an epic debate between two brilliant minds, Jeffrey Sachs (Professor at Columbia University) and John Mearsheimer (Professor at the University of Chicago). Thank you for having the courage to speak uncomfortable truths, even when it’s unpopular. Kudos to the Besties (Jason Calacanis, David O. Sacks, Chamath Palihapitiya, and David Friedberg) for arranging such an important conversation. I had my reservations about political topics, but now I can see why you do what you do—this kind of discourse is invaluable. Cheers to all the work you put into making these discussions happen! To be clear, I’m not a U.S. citizen, so no voting here. But it’s critical that we open our minds and eyes to different perspectives. You don’t have to agree with everything—I certainly don’t—but that’s not the point. The point is to listen and consider alternative viewpoints. Today, we need more intentional dialogue, more openness to ideas that challenge us. Our future, our next generations, and our shared humanity depend on it. #AIS #Geopolitics

𝗠𝗼𝗻𝗲𝘆 𝗧𝗿𝗲𝗻𝗱𝘀 𝟮𝟬𝟮𝟰 Our CEO Berthold Baurek-Karlic joined Florian Koschat for PALLAS CAPITAL's MoneyTalks podcast, where they delved deep into the money trends 2024 and the pivotal factors shaping our economy this year. With political shifts and upcoming elections on the horizon, Florian and Berthold analyzed potential ramifications and strategized how businesses can navigate through uncertainty to thrive in this evolving landscape. Furthermore, they took a comprehensive look at interest rate developments vis-à-vis inflation and ESG considerations. Understanding the symbiotic relationship between these factors is imperative for informed decision-making in today's market environment. The insights gleaned from this conversation underscore the importance of collaborative dialogue in deciphering complex economic trends. 𝗪𝗮𝘁𝗰𝗵 𝗵𝗲𝗿𝗲 ➡️ https://lnkd.in/dVxQ2VFE Julia Gülden-Zeisberger Lisa Wimmer Iman Saïd Philipp Sakuler Denis Voldman Jonas Christl Mag. Beata Linke, MBA Fernando Aguilar Markus WULZ #MoneyTrends2024 #Economy #ESG #FinancialInsights #Collaboration #Leadership #ForwardThinking

Curious about the trajectory of emerging market economies going into 2025? Listen to the latest episode of our Fixed Interests podcast for insights on the challenges these markets face, including recent rate cuts and post-election policy changes in the US, featuring Duncan Innes-Ker, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire. Tune in for the full discussion: https://ow.ly/8vc250TNT6a #EmergingMarkets #EconomicOutlook #FitchRatings

Podcast: Is the eternal promise of emerging markets starting to materialize? Many investors are still underweight emerging market equities. Emerging market equity returns have lagged in recent years, leaving investors with a degree of skepticism. But, looking ahead, one cannot deny the immense promise that many emerging markets now offer. Tune in to hear the views of Vicki Chi and Karnail Sangha. #podcast #emergingmarkets

“The best opportunities in emerging markets are outside of China…and the real sweet spot for emerging markets is in the mid-cap space.” In Netwealth’s latest Portfolio Construction Podcast episode, Ross Cameron argues that active management is necessary and beneficial in emerging markets due to the poor quality of the benchmark index which is dominated by China and state-owned enterprises. A selective and flexible approach is needed to find the real gems in the asset class. Listen to find out which emerging markets have his attention this year and why: https://lnkd.in/gsPuzwUx

[Compounders Podcast Clip] Investing in emerging markets has been so painful in recent years, especially relative to buying the S&P 500, I was curious to know if Soo Chuen Tan is consistently able to find incredibly mispriced securities that trade in these markets. His answer was that so much capital has flown from EM that you can find good companies trading at throw away valuations. My wonderful conversation with Soo Chuen can be found here: https://lnkd.in/gRCnJ4yh

What are emerging markets’ prospects this year – and where are their greatest risks and areas for optimism? See Moody’s report series, podcasts and online events over the next few weeks to find out. See more: https://mdy.link/3V8yLGq Join our online Global Emerging Markets 2024 event and regional deep dives: https://mdy.link/3V9KdBp #EmergingMarkets