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.
Related Services
Event
Outlook for US business spending through recession and recovery
US companies face headwinds from higher capital costs and looming recession. Which industries will retain or restrain their spending during the economic slowdown and subsequent recovery? How will business spending on technology products and related machinery be impacted?
Find Out More
Event
Build-to-rent in Australia: Elevated opportunities as barriers clear
Australia’s build-to-rent (BTR) sector has undergone a period of rapid growth over the last couple of years. While to date the majority of projects have involved domestic participants, recent policy developments have set the scene for further global participation.
Find Out More