John Espinosa

Head of Global Sovereign & Emerging Markets Research
TIAA CREF

John Espinosa is a Managing Director and the Head of Global Sovereign & Emerging Markets Research. Mr. Espinosa is responsible for managing the organization’s global sovereign, rates/fx, and emerging market corporate fixed income analysts. He is also responsible for covering sovereigns and local markets in CIS, Africa, Middle East, and parts of the G10 universe. Along with his current responsibilities, Mr. Espinosa previously managed the organization’s Municipal Finance Research team. He has also served as the lead Emerging Markets analyst for Asian fixed income markets, and covered corporate debt in the EMEA region.

Mr. Espinosa joined the TIAA organization in 2004 as a quantitative analyst and associate portfolio manager for the CREF Bond Total Return group, where he managed the Supranational, Agency and Sovereign sectors. He has 13 years of industry experience including a position in the equity operations area of Nomura Securities International.

Mr. Espinosa has been selected for The Asset Magazine’s “Most Astute Asian G3 Bond Investors” list for seven consecutive years, ranked number one in the US in 2011. Mr. Espinosa holds a B.B.A in Economics and International Business from Manhattan College and an M.A. in Economics from Fordham University.

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?