John Espinosa, Head of Global Sovereign & Emerging Markets Research at TIAA CREF

John Espinosa


Head of Global Sovereign & Emerging Markets Research
TIAA CREF

Check out the incredible speaker line-up to see who will be joining John.

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Summit Day 2

Friday, March 6th, 2015


12:20 360° Perspective: As emerging markets (EM) falter, where can you find the most lucrative trends to generate returns over the next 12 months?

Over recent years, there has been a strong trend of emerging markets underperforming against developed markets in most asset classes. With low expectations and commodity prices at their lowest ebb for a long time, some would view emerging markets as a bearish, challenging market. However, the temptation to dive into emerging markets remains, and the hope that a turnaround is around the corner grows amongst market participants. This expert panel will shed light on: 

  • What are they key trends you should look to capitalize on over the next 12 months and beyond? 
  • How is the emerging market structure developing and how can eTrading assist with fixed income emerging market trading?
  • Converging growth trends between DM and EM- How will this mature and will there be a return of diverging growth?
  • How has the fall in commodity prices influenced EM trading?
  • How can you effectively measure geo-political risk across different global markets?