Panel debate: Emerging markets – the only safe bet or the next big bubble?

Wed May 25, 2011

Diverse approaches to riding the emerging markets

Garrard, Adams, Read, Stock and Wermuth on the emerging markets panel

A wide-ranging group of emerging-market specialists outlined their different approaches to investing in developing countries at a time of huge investor interest in allocating to emerging market investments, and offered their views on the opportunities and risks that lie ahead.

One of two credit-focused investors was Julian Adams, CEO of Adelante Asset Management and manager of the firm’s Emerging Markets Debt Fund – who has been investing in emerging-market debt for over 20 years.

The other was Alex Garrard, a partner and portfolio manager at BTG Pactual, whose well-performing global multi-strategy fund has had...

ISSN: 2151-1845 / CDC10004H

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