John P. Espinosa, Head of Global Sovereign and Emerging Markets Research at TIAA-CREF
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John P. Espinosa


Head of Global Sovereign and Emerging Markets Research
TIAA-CREF

Check out the incredible speaker line-up to see who will be joining John.

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Keeping Abreast Of An Evolving FX Landscape

Wednesday, February 1st, 2017


14:00 360° Perspective: Currency turmoil in Emerging Markets (EM) - As EM and carry strategies falter, what are the alternative methods for generating EM alpha?

Over recent months, emerging market currencies have felt the strain of FX markets, battling against a strong USD, as well as feeling the full force of China’s devaluation of the RMB. This has led to multi year lows and many investors reversing the long standing flow of money going into EM currencies. This interactive discussion with a global EM expert will shed light on:
  • Where will the major EM opportunities lie in 2016, and which strategies will prove successful in generating alpha?
  • Is now the time to invest in EM currencies while the cycle is low so you can make higher returns in the future?
  • Analyzing the key macro trends in emerging market currencies to identify the most profitable currency pairs
  • Is the EM currencies multi year low a cyclical trend, or does it represent a true and permanent shift?