A Buying Opportunity for Emerging Market Equities? – Brookfield Oaktree Wealth Solutions – 12.5.23

Overview:
Title: A Buying Opportunity for Emerging Market Equities?
Date: Tuesday, December 5, 2023
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

As incomes rise and urbanization expands, rates of consumption are rapidly outstripping developed markets, with Emerging Markets (EM) set to deliver economic outperformance by 2040 and beyond. EM equities continue to trade at a significant discount to advanced market equities, which is why we believe now is a buying opportunity.

Join Janet Wang, co-portfolio manager for Oaktree’s Emerging Markets Equity Strategy, to discover why we believe current prices represent an attractive opportunity for investors to help improve portfolio returns by allocating to EM equities.

Janet will share her thoughts on:

  • Why China is dragging down EM valuations for reasons we believe markets are misjudging.
  • How a divergence in both economic growth prospects and potential monetary policy direction sets up EM to potentially outperform developed markets.
  • Why now may be the time for investors to act.

Speakers:
Janet Wang Janet Wang Managing Director and Co-Portfolio Manager Oaktree Capital Management

Ms. Wang is a managing director and a co-portfolio manager for Oaktree’s Emerging Markets Equity strategy. She has covered a range of sectors at Oaktree including energy, cement, chemicals, consumer and utilities. Ms. Wang also contributed to the development of the Emerging Markets Equity team’s Environmental, Social and Governance (ESG) process and is a longtime member of Oaktree’s Diversity and Inclusion (D&I) Awareness team, having co-led the group from 2017 to 2019.

Before joining Oaktree in 2002, Ms. Wang worked for ABN Amro Asia as a research assistant, covering the building materials and airline sectors. Prior thereto, she worked for Evergreen Funds in the Institutional Services department where she served as an institutional services representative.

Ms. Wang holds a B.S. degree in finance and marketing from Boston College and an M.B.A. with a concentration in finance from Columbia Business School. She is fluent in Mandarin.
Bryan Sullivan Bryan Sullivan Vice President, Regional Director – Mid-Atlantic Brookfield Oaktree Wealth Solutions

Bryan Sullivan is a Vice President with Brookfield Oaktree Wealth Solutions, responsible for managing RIA client relationships in the Mid-Atlantic region.

Mr. Sullivan joined Brookfield in 2023 and has over a decade of experience in various business development and relationship management roles at Harbor Capital as well as Eaton Vance.

He holds a BBA degree in Marketing from Loyola University Maryland. Mr. Sullivan is a CFA® charterholder and a member of the CFA® Society Philadelphia.
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