2H22 Outlook for Emerging Markets – What Could Go Right? – American Century – 4.21.22

Overview:
Title: 2H22 Outlook for Emerging Markets – What Could Go Right?
Date: Thursday, April 21, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Geopolitical tensions and political risk remain elevated. The Russia-Ukraine conflict adds to concerns about tighter global liquidity, slower China growth and higher inflation. However, EM central banks have already accelerated their rate increases ahead of the Fed’s recent hawkish tilt and high commodity prices support several EMs.

Join Patricia Ribeiro, Senior Portfolio Manager for American Century’s Emerging Markets Equity strategies and Nathan Chaudoin, Senior Client Portfolio Manager, as they discuss the scenarios that could change the market narrative affecting emerging markets and where they see opportunities across individual EM markets.

What You Can Expect to Learn:

  • What is the outlook for growth in EM?
  • What will drive differentiation in EM assets?
  • Does China’s Zero-COVID approach pose new downside risk to China’s growth?

Speakers:
Patricia Ribeiro Patricia Ribeiro Senior Vice President, Senior Portfolio Manager American Century Investments

Patricia Ribeiro is senior vice president and senior portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. She is based in the company’s New York office.

p> Patricia co-manages the firm’s Emerging Markets, Emerging Markets Sustainable Impact and Emerging Markets Small Cap strategies. Prior to joining American Century in 2006, Patricia was co-director of Global Research at Citigroup Asset Management and head of Latin American Equity Research for J.P. Morgan Investment Management, in addition to managing portfolios at both firms. She has worked in the investment industry since 1984 and in emerging markets equities since 1992.

p> Patricia holds a bachelor’s degree in accounting from Rutgers University, and she is fluent in Portuguese and Spanish.
Nathan Chaudoin Nathan Chaudoin Vice President, Senior Client Portfolio Manager American Century Investments

Nathan Chaudoin is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. He is based in the company’s New York office.

Nathan is a member of the Global Growth Equity group and is responsible for communicating global and non-U.S. equity investment strategies and results to the firm’s clients and consultants. Nathan joined American Century Investments in 2014. Previously, he was with HSBC Global Asset Management, most recently as a senior emerging markets product specialist. Prior to HSBC, Nathan held a role in business strategy and development at Dresdner RCM Global Investors. He has worked in the investment industry since 2000.

Nathan received a bachelor’s degree in French from Wake Forest University.

For Financial Professional Use Only / Not For Public Use

The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.

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