Mar 12, 07:45 AM - 09:00 AM (CT)
Join us for breakfast on March 12 at The Hotel Saskatchewan for a discussion led by Thys Louw, Emerging Market Debt Portfolio Manager at Ninety One, designed to provide a clear, allocator-focused framework for evaluating Emerging Market Debt (EMD), not as a niche satellite, but as a maturing global fixed income segment with distinct drivers, a broad opportunity set, and meaningful portfolio applications. Thys will unpack what underpins the investment case for EMD today - return sources, diversification potential, and risk premia - while addressing the questions Canadian investors most often face when weighing an allocation: how to size it, where it fits alongside core bonds and credit, and how to think about it across cycles.
Regina, SK, Canada