Emerging markets are poised for their most robust performance since 2017, driven by a global rotation away from U.S. equities and a weakening dollar. This presentation explores the multifaceted resurgence of EM, focusing on critical forces such as accelerating earnings growth, anticipated rate cuts, enhanced corporate reforms, and the pivotal role of EM companies in the international AI supply chain. With China’s evolving growth strategy and valuations remaining attractive relative to global benchmarks, the current landscape offers a wealth of opportunities for investors. Join us as we welcome Kent Chan and David Morrison, as they uncover how these structural and macroeconomic shifts are shaping the outlook for emerging markets and why select EM companies may be primed for sustained growth as we approach 2026.
To view the Speaker's Bios - click here!
Wednesday, April 29th11:45 - 1:00 pm
Wisconsin Club900 West Wisconsin ClubMilwaukee, WI 53233
Register Now!
ADMIN