Portfolio Construction Conference: Secular growth in emerging markets
Despite strong corporate earnings and improving sovereign balance sheets, in 2008 emerging markets delivered their worst performance in modern history. Nevertheless, emerging markets are likely to continue to drive global growth.
At this year’s PortfolioConstruction Conference (August 26-27, 2009), US-based Scott Berg of T. Rowe Price will identify both the secular trends found in stronger emerging markets and the weaker markets to avoid. Given differing investor risk tolerances, he’ll also address how to access this secular growth via direct or indirect investment in emerging markets.
Finally, he’ll present data showing the turbulence of the past year has created an appropriate environment for investors to adopt a less constrained approach to global equities investing.
Now in its seventh year, PortfolioConstruction Conference has earned a reputation as the investment conference of the year. To register, go to http://www.PortfolioConstruction.com.au/Conference.
Research papers from the PortfolioConstruction Conference will be available in the August edition of Money Management’s Technical Adviser.
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