Frontier Markets: Why we overweight the Alpha generation

As global inflation and core rates are under pressure, the return to the pre-Covid situation is proving more difficult than expected. Nonetheless, we see attractive opportunities in selected frontier markets, including Ukraine, Argentina, Egypt and Sri Lanka.

We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas:

  • APAC – Wednesday 3rd November | 10:00 HKT
  • EMEA – Wednesday 3rd November | 10:00 GMT
  • Americas – Wednesday 3rd November | 16:00 EDT

Regis Chatellier

Director of EM Strategy

Regis Chatellier

Director of EM Strategy

Regis Chatellier | Director of EM Strategy

Regis is a senior strategist in charge of global emerging markets. He covers the sovereign hard currency debt, FX and local rates markets, combining top-down macro research with bottom-up/quant modelling approaches. Prior to joining Oxford Economics, Regis worked for more than 20 years in investment banks. He did his studies at Sciences Po. Paris (Economics & Finance) and he holds a Master’s degree in Economics from the University of Nantes.

Irmgard Erasmus

Senior Financial Economist

Irmgard Erasmus

Senior Financial Economist

Irmgard Erasmus | Senior Financial Economist

Irmgard is a senior financial economist at Oxford Economics Africa, having joined the company as a macroeconomist and fixed income analyst from JP Morgan in 2013. Irmgard holds a postgraduate degree in financial economics from the University of Stellenbosch.

Tatiana Orlova

Lead EM Economist

Tatiana Orlova

Lead EM Economist

Tatiana Orlova | Lead EM Economist

Tatiana recently joined Oxford Economics as a Lead Economist for Emerging Markets. Prior to this, she was working at Emerginomics which she founded and was also the Chief Economist. From November 2012 until April 2016 Tatiana worked for The Royal Bank of Scotland, London as the Director in CEEMEA Research, Fixed Income.

Gabriel Sterne

Head of Global Strategy Services and EM Macro Research

Gabriel Sterne

Head of Global Strategy Services and EM Macro Research

Gabriel Sterne | Head of Global Strategy Services and EM Macro Research

Gabriel delivers macro-economic products tailored for the financial markets, as Head of a team that integrates global strategy and EM macro views. Recently he has published most on populism, demographics and other drivers of low global yields, and the evolution of global fragilities as expansions mature. On the EM side he is a global expert on sovereign crisis and debt restructuring issues.

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