Webcast 7: EMERGING FROM A CRISIS - A NEW EMERGING MARKET NARRATIVE
Emerging markets have been hit by a double whammy of crises - thrust into a demand crisis as developed markets locked down their economies early, as they also enter the worst stages of the health crisis relatively unprepared and unequipped. Without the fiscal and monetary firepower of developed markets, and as companies globally reconsider their supply chain security, where does this leave Emerging Market Equities?
Your presenters
CHARLIE WILSON
Charlie Wilson is portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as associate portfolio manager and was promoted to portfolio manager in 2014. Charlie earned a BS in geology from the University of Arizona in Tucson and a PhD in geophysics from the University of Colorado in Boulder. Prior to joining Thornburg, Charlie served as co-portfolio manager for Marsico Capital Management in Denver, Colorado. He was responsible for portfolio investments across multiple strategies and geographies, with specialization in materials, energy, technology, and payments sectors.
DARA WHITE
Dara White is the global head of emerging market equities at Columbia Threadneedle Investments and has acted as lead portfolio manager of emerging market equity strategies since 2008. He joined the company in 2006 as co-manager of the strategic investor team and is based in Portland. Prior to this, Dara was a portfolio manager and analyst with RCM Global Investors. Dara received a degree in finance and marketing from Boston College. He is a member of the CFA Institute and the Security Analysts of San Francisco. In addition, he holds the Chartered Financial Analyst designation.