Tariffs and trade wars: Why EM investors may be the winners – Allianz – 5.1.18

Summary:

Now On Demand.

As the U.S. equity market’s bull run stumbles, emerging markets (EM) are gaining steam – and the tariffs and trade wars in the headlines are unlikely to slow them down.

Join Allianz Global Investors to explore how EM may be the new “safe haven”, and how to capitalize on this potential opportunity in your clients’ portfolios. Topics include:

• Is a trade war imminent? And what’s the possible impact?
• Could the BATs really disrupt the FANGs*?
• Is the American dream alive…in China?
• Will EM currencies challenge the dominance of the U.S. dollar?
• Where can investors find attractive value in EM?

Speakers:

Mr. Dwane is a portfolio manager, a managing director and the Global Strategist with Allianz Global Investors, which he joined in 2001. He coordinates and chairs the Global Policy Committee, which formulates the firm’s house view, leads the firm’s bi-annual Investment Forums and communicates the firm’s investment outlook. Mr. Dwane is a member of AllianzGI’s Equity Investment Management Group. He has a B.A. from Durham University and is a member of the Institute of Chartered Accountants.

Mr. Mowrey is a portfolio manager, an analyst, a managing director and a CIO, Value Equity US with Allianz Global Investors. He is the product team co-lead for the Mid-Cap Value strategy; he also has portfolio management and research responsibilities for both international and domestic strategies. Mr. Mowrey joined the firm in 2007 as a quantitative-research assistant and product specialist. He has 11 years of investment-industry experience. Mr. Mowrey has a B.A. in political science from Rhodes College and an M.B.A. from Southern Methodist University. He is a CFA charterholder.