Overview: |
| Title: The Other Side of the Barbell: Zeroing In on India, Latin America, and Commodities |
| Date: Wednesday, August 5, 2026 |
| Time: 1:00 PM Eastern Daylight Time |
| Duration: 1 hour |
Register Now: |
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Summary: |
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Emerging and developed market indexes alike have concentrated heavily in information technology and AI-aligned names over the past several years. This webinar covers the other end of a barbell approach: markets and assets positioned to benefit from a weaker dollar, structural growth, disciplined monetary policy, political reform, and diversified commodity exposure. Join us as we examine India, Latin America, and commodities, potential complements to recent portfolio construction trends. Accepted for 1 CFP / IWI / CFA CE Credit |
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Speakers: |
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Malcolm Dorson is a senior portfolio manager for Emerging Market equities and head of EM Strategy at Global X Management Company. Malcolm has been managing global, regional, and country specific EM strategies within Mirae Asset Global Investments (Global X parent company) since 2015. Prior to joining Mirae , Malcolm was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015. From 2009 to 2011, Malcolm was an assistant vice president within Citigroup’s Private Bank focusing on asset management. Malcolm began his career in 2006 as an analyst on the convertible securities team at Deutsche Bank. Malcolm holds an M.B.A. from the Wharton School (concentration in Finance), an M.A. in International Studies (concentration in Latin America) from the Lauder Institute, and a Bachelor of Arts degree from the University of Pennsylvania. Malcolm is a US and Brazilian citizen and spent his childhood in Sao Paulo, Brazil. |
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Trevor Yates joined Global X in 2023 as an Investment Analyst on the Emerging Markets team. Trevor spent the previous two years working at Mirae Asset with the same team. Before breaking into finance, Trevor was a professional hockey player in the AHL and ECHL. He graduated from Cornell with a degree in Applied Economics and Management in 2018. Trevor was born in Germany and raised in Montreal, Canada. |
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Paul joined Global X in 2023 as a senior investment analyst on the global EM strategies and co-portfolio manager on the EM regional funds. Paul spent the previous six years at Mirae Asset working on the Emerging Market equity strategies focused on Latin America and EEMEA. Paul began his career in 2013 at HSBC as a research analyst covering credit and equity across Industrials, Energy, and Utilities. Paul holds a Bachelor of Science from NYU Stern School of business, where he focused on economics, finance, and political science. Paul was born in Ukraine and grew up in Boston. |
Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit nor guarantee against a loss.
The risks of foreign investments are typically greater in less developed countries, which are sometimes referred to as emerging markets. For example, legal, political, and economic structures in these countries may be changing rapidly, which can cause instability and greater risk of loss. These countries are also more likely to experience higher levels of inflation, deflation, or currency devaluation, which could hurt their economies and securities markets. For these and other reasons, investments in emerging markets are often considered speculative. Similarly, investors are also subject to foreign securities risks including, but not limited to, the fact that foreign investments may be subject to different and in some circumstances less stringent regulatory and disclosure standards than U.S. investments.
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information is not intended to be individual or personalized investment or tax advice and should not be used for trading purposes. Please consult a financial advisor or tax professional for more information regarding your investment and/or tax situation.