Identifying Long-Term Opportunities Across Emerging Markets – Invesco – 7.1.20

Summary:

On Demand Soon.

The Covid-19 crisis turned what could have been the start of a long stretch of strong economic performance in the developing world into an era of uncertainty with profound consequences that will almost assuredly strain all economies globally. In exploring macroeconomic vulnerabilities across the developing world, both internal (fiscal and monetary policies) and external (balance of payments and debt), we seek to determine the relative winners and losers, while identifying what we believe are the most promising longer-term investment opportunities. While understanding the economic stresses across EM is important, it does not affect our core approach to investing, which is to unearth extraordinary companies, even in low-growth economies that we believe have the potential to generate strong returns.

Speakers:

Justin Leverenz is a Team Leader and Senior Portfolio Manager for the OFI Emerging Markets Equity team at Invesco. Mr. Leverenz joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OppenheimerFunds in 2004 as a senior research analyst. Prior to joining OppenheimerFunds, Mr. Leverenz was the director of Pan-Asian technology research for Goldman Sachs in Asia, where he covered technology companies throughout the region. He also served as head of equity research in Taiwan for Barclays de Zoete Wedd (now Credit Suisse) and as a portfolio manager for Martin Currie Investment Managers in Scotland. He is fluent in Mandarin Chinese and worked for over 10 years in the greater China region. Mr. Leverenz earned a BA degree in Chinese studies and political economy and an MA in international economics from the University of California. He is a Chartered Financial Analyst^® (CFA) charterholder.

Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights. Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance. Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.

Christopher J. Doran is the Eastern Divisional Sales Director for the Registered Investment Advisor (RIA) Channel. In this role, he manages a team of regional directors, who represent all of Invesco’s investment capabilities. With his experience in financial sales management, he works to aid his team in helping RIAs solve complex investment scenarios. He has over 25 years of financial services industry experience in various roles. Prior to joining Invesco, Mr. Doran was a director and first vice president with Janney Montgomery Scott in Philadelphia, where he helped lead the wealth management division and managed the unit investment trust department, as well as the alternative investments group. Prior to Janney Montgomery Scott, Mr. Doran was with Smith Barney, where he spent four years working with the structured products group, covering the Mountain States, Southern California and Los Angeles regions. He then joined a money management team within Smith Barney that developed strategy-based separately managed accounts. Directly out of college, Mr. Doran joined Merrill Lynch, Pierce, and Fenner & Smith, where he worked with defined asset funds. Mr. Doran earned a BA degree in political science from Stockton College.