Investing.com -- A high-level investment seminar was held at the Guildhall in London on Thursday, June 5, with the aim of rethinking the narrative around emerging markets. The seminar was organized by Aubrey Capital Management and LarrainVial, and was attended by over 130 people.
The attendees included professionals from the investment sector, economists, policymakers, clients, and representatives from financial institutions, pension funds, wealth managers, intermediaries, and consultants.
The speakers presented several key findings. They noted that a weaker US Dollar, stable oil prices, and dovish fiscal policy in China and Europe provide a favorable environment for Emerging Markets. They also identified that companies in China and India are driving innovation and benefiting from consumption-led growth across Emerging Markets and beyond.
The potential benefits for Latin American equity and bonds from United States strategic retrenchment were also highlighted, supported by attractive valuations. Chile’s recent landmark pension reform, which signals political consensus around the importance of growth, was detailed by former Finance Minister Ignacio Briones.
In his presentation, Louis-Vincent Gave framed 2025 as a year of global inflection, reflecting on the rise of "Fortress America." John Ewart provided a company-level view of the opportunities in Emerging Markets, particularly in Asia.
He emphasized the growth of domestic consumption in countries like India and China and presented examples of world-class businesses in sectors such as electric vehicles, e-commerce, and fintech. Camila Guzmán made a strong case for Latin American Equities, describing the region as "under-owned, undervalued, and under-touched."
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