On Thursday, June 5, a high-caliber investment seminar took place at the prestigious Guildhall in London, aimed at redefining the narrative surrounding emerging markets. This significant event was orchestrated by Aubrey Capital Management in collaboration with LarrainVial and drew an audience of over 130 attendees.
The seminar attracted a diverse group of participants including seasoned professionals from the investment sector, economists, and policymakers. The gathering also saw the presence of clients, representatives from financial institutions, and pension funds alongside asset managers, intermediaries, and advisors.
Speakers at the seminar unveiled several pivotal insights. They highlighted the favorable conditions for emerging markets driven by a weak US dollar, stable oil prices, and dovish fiscal policies in China and Europe. It was emphasized that companies within China and India are at the forefront of innovation, capitalizing on consumption-driven growth both within emerging markets and globally.
Moreover, the seminar underscored the strategic withdrawal of the United States as a potential boon for Latin American stocks and bonds, primarily due to their attractive valuations. Former Finance Minister Ignacio Briones detailed Chile’s recent extensive pension reform, reflecting a political consensus on prioritizing economic growth.
In a forward-looking presentation, Louis-Vincent Gave described the year 2025 as a pivotal moment on the global stage, sharing insights on the emergence of “Fortress America“. Meanwhile, John Ewart delved into opportunities within emerging markets on a company level, with a particular focus on Asia.
Ewart emphasized the surge in domestic consumption in countries like India and China, showcasing global enterprises in sectors such as electric vehicles, e-commerce, and fintech. Camila Guzmán made a compelling case for Latin American equities, portraying the region as “under-owned, undervalued, and under-attended“.
Yorum Yap