High potential for growth in Emerging Markets

Wednesday, 23. January 2019, 15:00 - 15:45

SEMINARRAUM ІІ, Zürich-Oerlikon, Stage One

by Thomas Rutz

As large positions in US Dollars, equities and DM bonds start to unwind, the resulting inflows to EM should translate in materially stronger growth. Expectations are that the USD will weaken and US equities and DM bonds underperform as the business expansion is late cycle.

By contrast, the EM cycle is at an early stage and assets are posed to relatively outperform. Dislocations in EM currencies, attractive credit spreads and higher commodity prices provide a good backdrop for new investment opportunities in high growth sectors.

The MainFirst EM Credit Opportunities Fund is a highly diversified mix of distressed, high yield and commodity plays, managed by an expert team with a proven track record following a very strict relative value, bottom-up security selection process. The annualized performance over three years was 9.37 percent (as at 28 December 2018, ISIN: LU1061984545).

  Fonds Professionell Kongress 2019

Meet us at the renowned investment congress where you can meet investment professionals in person and listen to interesting speeches.

Adrian Daniel will speak about:

Structural Growth - The World in 2025
30 January 2019, at 14.55h
Hall 7

The MainFirst fund manager will explain how investors can benefit from such structural growth themes drawing on the experience of the past six years, in which the team has used megatrends to outperform global equity markets to generate attractive returns for their clients. Find out what developments are likely to take place by 2025.

Also, visit us at our booth 216 where we will be happy to inform you about our products. 

Date and location:
30 and 31 January 2019
Congress Center am Rosengarten, Mannheim