Why Emerging Markets? Exploring Opportunities Across Equities and Fixed Income – William Blair Investment Management – 11.5.26

Summary:

Emerging markets are evolving, and the investment opportunity may be more compelling than ever. With stronger economic fundamentals, shifting global dynamics, and new sources of growth, investors have fresh reasons to take a closer look at the asset class.

Join William Blair’s emerging markets equity and fixed income experts as they explore the forces shaping today’s investment landscape, from the potential for continued equity market leadership and AI-driven growth to attractive yields and diversification opportunities in emerging markets fixed income.

Discover why emerging markets may deserve a closer look and how an active approach can help navigate the opportunities and risks across both equities and fixed income.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Marcelo Assalin, CFA, partner, is head of the emerging markets debt (EMD) team and a portfolio manager at William Blair Investment Management. He is also a member of Investment Management’s executive leadership team. Before joining the firm in 2020, Marcelo was head of EMD at NN Investment Partners starting in 2015 and lead portfolio manager for blended debt portfolios. He was also the lead portfolio manager for NNIP’s local currency strategies. Previously, Marcelo was a senior EMD portfolio manager and head of emerging market sovereign debt and local currency at ING IM USA (now Voya Financial). Before that, he held various roles at SulAmerica Investimentos, including CIO. Marcelo began his career as a credit analyst at Bank Boston in Sao Paulo, covering Brazilian companies. He received a B.A. in business administration & accounting from the University of São Paulo.

Todd McClone, CFA, partner, is a portfolio manager for the Emerging Markets Growth, Emerging Markets Small Cap Growth, and Emerging Markets ex China Growth strategies at William Blair Investment Management. Before joining the firm in 2000, he was a senior research analyst specializing in international equity at Strong Capital Management. Previously, Todd was a corporate finance research analyst at Piper Jaffray, supporting the corporate banking financials team on transactions including initial public offerings, mergers and acquisitions, and subordinated debt offerings. He also issued fairness opinions and conducted private company valuations. Todd received a B.B.A. and B.A. from the University of Wisconsin–Madison.