How are emerging markets being shaped by demographic changes, urbanization, and, most notably, the aspirations of a rising middle class? And what does the rising prominence of China mean for investors going forward? Portfolio Manager David Semple will explore how these evolving trends are driving transformation in emerging markets and discuss a distinctive approach to emerging markets investing that focuses on the growth potential of individual companies across the market capitalization spectrum. Led by Mr. Semple and his 30 years of emerging markets experience, learn more about what makes this strategy well-positioned to capture these dynamic growth opportunities over the long-term.
Join us for a discussion on:
Emerging markets outlook
Developments and impact of China
Structural growth themes
Key portfolio holdings
Sponsors of this webcast may contact registrants.
Speakers:
David Semple Emerging Markets Equity Portfolio Manager VanEck
Portfolio Manager for the Emerging Markets Equity strategy
Oversees the Emerging Markets Equity team; responsible for company research, stock selection, and portfolio construction
Investment Management Team member since 1998
Prior to joining VanEck, portfolio manager for Asian-focused funds and served on the team sub-advising VanEck’s emerging markets VIP insurance fund at Peregrine Asset Management (Hong Kong)
Previously held regional strategy and regional sales positions at Peregrine Brokerage (Hong Kong)
Formerly a portfolio manager specializing in Asian equity markets at Murray Johnstone (Glasgow)
Member of the Association of Investment Management and Research (AIMR); member of the CFA Institute
Media appearances include CNBC, Bloomberg, and NPR; quoted in Financial Times, The Wall Street Journal, and Barron’s, among others
Bachelor of Law with Honors, University of Edinburgh, Scotland
Anthony Sassine, CFA Senior Product Manager VanEck
Senior Product Manager for VanEck Active Funds focusing on emerging markets
Responsibilities include product development, management, and marketing
Joined VanEck in 2013
Prior to VanEck, served as an associate at PineBridge and an analyst at NEPC
CFA charterholder
MSc. Finance, New York University and Hong Kong University of Science and Technology