Emerging markets revisited: A global opportunity

Watch our recent webinar in which our expert panel explores the potential investment opportunities within key emerging market economies. Our panellists discusses the impact of key secular themes on emerging markets, such as urbanisation, rise of the middle class, as well as geopolitics and deglobalisation, among others. They outline the conditions required for equities in emerging markets to outperform development markets and will also elaborate on the significant dispersion in valuations across countries.

Panellists

Fadrique Balmaseda, investment director, WhiteOak Investors

Fadrique is responsible for covering Consumer Staples, Industrials and Metals & Mining. He has over twelve years of experience in investment management. Prior to joining White Oak, Fadrique worked as Portfolio Manager at Chronos Global Equity, focusing on globally listed equities. Before that, Fadrique was at Goldman Sachs Asset Management in London, where he worked as an Equity Analyst for Goldman’s Emerging Markets Equity Team. He holds a double degree in Law and Business administration from ICADE University in Madrid.

Amber Gordon, associate investment director, Fidelity International

Amber Gordon is an Associate Investment Director at Fidelity International and an Emerging Markets Specialist.

Amber joined Fidelity in December 2020 is currently the Investment Director for Fidelity’s Global Emerging Markets Equity franchise. Her prior industry experience includes roles in content marketing and investment writing both at Fidelity International and Federated Hermes. Amber started her career in 2015 as an Editorial Researcher at The Economist newspaper.

Amber holds a BA (Hons) in History from Trinity College, Cambridge University.

Charles Jillings, director, ICM Limited and chief executive, ICM Investment Management Limited

Charles Jillings joined ICM in 1995, established ICM Investment Research Limited in 1997 and ICM Investment Management Limited in 2015, and is based in Epsom, UK. Charles is a Director of ICM Limited and Chief Executive of ICM Investment Management Limited, a regulated UK AIFM. Charles is responsible for the day to day running of UIL Limited and Utilico Emerging Markets Trust plc, and has over thirty years of experience in international financial markets with extensive experience in corporate finance and asset management. Charles was formerly a non-executive director of Utilico Investment Trust plc and Utilico Emerging Markets Limited, and he is an experienced non-executive director. Charles is currently a director of Somers Limited, Waverton Investment Management Limited, ICM Mobility Group Limited and Allectus Capital Limited. Charles graduated from the University of Cape Town with a B. Com. and qualified as a South African Chartered Accountant in 1980.