CFA Society Toronto‘s 18th Annual Pension Conference
Hosted By: Institutional Asset Management Committee
Session 2: Geopolitics and Emerging Markets: Is There a Safe Harbour?
In an increasingly fractured world, understanding the intersection of geopolitics and investment management is critical. This panel brings together experts at the forefront of macroeconomic, geopolitical analysis and investment strategy to delve into the intricate dynamics shaping markets. Emerging markets present a unique and heterogenous set of both risks and opportunities. From geopolitical risks to investment opportunities, participants will explore the nuanced relationship between geopolitical events and market trends, providing attendees with actionable insights to navigate this complex terrain.
Pooja Malik, Nipun Capital: Is India the new China? The payments infrastructure in LatAm. And the uncertainty that the U.S. election brings. An immersive conversation on finding safe harbors in EM. Thanks to the CFA Society Toronto for bringing together this panel at their annual pension conference and to my fellow panelists Matthew Gertken Regina Chi and host Mohammed Yaseen Nalla, CFA. Contact us if you would like a summary of the session.
“Overview: The 18th edition of our popular Annual Pension Conference will tackle the major questions facing pension funds during a year filled with geopolitical tensions, potential AI-powered asset bubbles, a hazy macroeconomic outlook and more.
Thought leaders and industry experts will explore ways to build resilient portfolios and identify opportunities in the face of all this uncertainty. Participants will be challenged to think about how pension funds shape our response to climate change and how they leverage diverse ways of thinking to enhance their investment decision-making.”
