Cap-Connect would like to extend a big thank you to all the Manager Partners and Family Offices who attended our Emerging Markets and Asia Investment event in London this week.
The asset class is presently undergoing something of a renaissance as investors revisit key EM and Asian markets, including Japan, MENA, LATAM, Asia, India, China, and Vietnam.
Presenting managers made a compelling case for an acceleration of fund flows into Emerging Markets led by declining interest rates, a sense of dollar peaking and the better demographics and growth prospects vis a vis developed markets. The insights shared encouraged many investors to think more constructively about future opportunities in these regions and markets.
We give special thanks to Rory Green of GlobalData.TSLombard for his macro-overview and outlook for the coming years. We also thank Katie Whitting of Flint Global for her riveting insights on the global geopolitical backdrop and the key events shaping the narrative in the global world order.
Thank you to all our manager partners Capital Group, Franklin Templeton, Azimut Group, Guinness Global Investors, Ox Capital Management, DAIWA ASSET MANAGEMENT (EUROPE) LTD, Canaima, Wardhaven Capital Limited, and our family offices for their participation and contributions throughout the day.
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