John Malloy of RWC Partners to discuss EM at Lausanne Summit

John Malloy, portfolio manager, Emerging Markets at RWC Partners will discuss emerging market equities at the upcoming Pan-European Summit Lausanne 2016, 19-21 April.

With emerging markets having underperformed developed market equities, there are attractive risk/reward balances to be accessed, also in mind of continued better GDP growth rates in EM than DM.

RWC Partners looks to EM by analysing macro risk at the country level first, before looking to global themes that may be driving growth rates of companies that are taking advantage of those themes. Its third key level of analysis is research on location in the relevant markets, to identify what it feels are reasonable values for the businesses being tracked. Malloy will seek to illustrate how this approach has produced alpha with a high active share.

Malloy has some 23 years of experience in global investment management, equity, fixed income, currency and commodity research. Before joining RWC in March 2015 to manage the RWC Emerging Markets Equity Fund, he spent 18 years at Everest Capital where he focused on emerging markets investing. Formerly, he  was a high yield manager at Barings, focusing on Latin America and US markets. He has a BSc in Management from  Norwich University and an MBA from Boston University, and speaks Spanish.

Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

Read more from Jonathan Boyd

Close Window
View the Magazine

You need to fill all required fields!