Emerging Market Stars Lunch

After a prolonged period of narrow market leadership, opportunities are beginning to broaden across emerging markets. As sentiment shifts beyond the most crowded areas of the market, fundamentals are once again playing a greater role in driving returns.

Jorry Nøddekær, Lead Manager of the Polar Capital Emerging Market Stars Fund, will discuss where he is finding high-quality growth businesses across the emerging markets universe. He will explain why he remains committed to a diversified, bottom-up investment approach and where he believes market expectations have become disconnected from fundamentals.

The session will also explore the evolving macro backdrop, geopolitical developments and the structural trends shaping emerging markets over the medium to long term. 

Please arrive at 12:30pm for a 12:45pm start.