As the biggest global election year in history comes to a close, we are seeing new opportunities – and risks – develop for global equities and emerging markets investors. Just days after the US election, join a live webinar with Pendal Global Emerging Markets Opportunities fund manager Ada Chan and Pendal Global Select fund manager Chris Lees.

History suggests that when the US dollar is falling and China is recovering, there is one place you want to be – emerging markets.

But which countries? Which sectors? Probably not the crowded spaces of east-Asian technology and internet.

James Syme, co-manager of Pendal Global Emerging Markets Opportunities Fund, points to pockets such as Brazil, Mexico and Indonesia.

In this webinar, he’ll explain why emerging markets go right or wrong at the country level.

Pendal’s Paul Wimborne and his colleagues identified a fundamental turning point in EM drivers in late 2020

The team believes conditions are ripe for strong returns in some Latin American and African markets, after they were overlooked by many for almost a decade.

This means the winners in Emerging Markets over the next few years may be very different to the past few years.

James Syme, who co-manages Pendal’s Global Emerging Markets Opportunities fund, is focused on identifying which countries have the fiscal firepower and structural advantages to benefit from the next phase of the global recovery.

In this online adviser briefing, senior fund manager James Syme explains the factors that he and his team look for when investing in emerging marketing in this current economic climate.

In this online adviser briefing, senior fund manager James Syme explains the outlook for this asset class, drawing on more than two decades of experience in emerging markets (EM). He will also give an overview of the key drivers of returns in this asset class and how they have been impacted by COVID-19.