Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain.
During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond.
The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios.
Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points
PGGM –
Bob Rädecker will be stepping down from his position as CIO public markets at
PGGM at the end of this year, PGGM has announced. The €266bn pension asset manager has started its search for a successor.
Rädecker, who does not have a LinkedIn profile, said “it is time to move on” after 16 years of being in charge of PGGM’s public markets investment policy. He said the upcoming implementation of PGGM’s “ambitious” new investment policy is “a natural moment to transfer my responsibilities”.
Rädecker will use the remainder of this year to explore options of another position within PGGM, and externally in the field of supervisory and advisory asset management and risk management positions at pension funds and insurers, PGGM added.
Former Mobius duo resurfaces at sustainable boutique to build EM strategy
Greg Konieczny and Kunal Desai previously worked at Mark Mobius’s eponymous investment boutique
Former Mobius duo Greg Konieczny and Kunal Desai have resurfaced at a sustainable boutique asset manager to develop its emerging markets team and strategy.
Konieczny (pictured left, above) has joined GIB Asset Management as head of global emerging markets while Desai (right, above) has become a portfolio manager for global emerging market equities.
GIB AM is a sustainable asset manager established in 1975 with offices in London and New York, managing about $11bn of global assets.
Odey AM swipes second EM manager from Newton for new funds business
Sophia Whitbread reunited with long-time Newton colleague Rob Marshall-Lee who was poached for Brook AM last November
Odey Asset Management has swiped emerging markets manager Sophia Whitbread from Newton Investment Management for its newly created funds business.
Whitbread (pictured) will join Brook Asset Management, launched by Crispin Odey’s eponymous funds business, in June as an assistant portfolio manager on its Global Emerging Markets strategy.
There she will be reunited with long-time Newton IM colleague Rob Marshall-Lee who was poached by Odey last November to head up its brand-new emerging markets business.