Lunch Webinar Discussion 'Emerging Market Equities: Navigating Valuations, Geopolitics and Growth'
Is this the right time to increase allocations to Emerging Market Equities, given current valuations, earnings expectations and the weaker US dollar? Do EM valuations sufficiently compensate investors for the political, geopolitical and governance risks involved? How should investors position themselves with regard to China, India and other major emerging markets, now that differences between countries are becoming increasingly important?
Does active management in emerging markets still offer structural added value compared with passive strategies, particularly given the concentration risks in standard EM benchmarks? What role should Emerging Market Equities play in an institutional portfolio today: as a return engine, a diversification tool, or an allocation to structural long-term growth?
On Wednesday afternoon, 8 April 2026, from 12 to 1 pm, Financial Investigator is hosting a Lunch Webinar Discussion on 'Emerging Market Equities: Navigating Valuations, Geopolitics and Growth'.
Participants in the discussion are:
- Weichen Ding, Director, bfinance
- Chris Tennant, Portfolio Manager, Fidelity International
- Mike Tian, Portfolio Manager, WCM Investment Management (an affiliate of Natixis Investment Managers)
The webinar will be chaired by René van der Zeeuw, independent director and advisor, former Managing Director, Head of Fundamental Equities at APG Asset Management and board member of APG staff 's pension fund.
Registration
Participation is open to buy-side investment professionals working at pension funds, fiduciary managers, family offices, consultants, banks, insurers or working in the field of fund selection at independent asset managers. Your registration is subject to approval by Financial Investigator and the parties making this webinar financially possible.