Penny Foley
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- Milken Institute59 min
Emerging Markets Outlook
Douglas Rediker, Teresa C. Barger, Binay Chandgothia, Binod Chaudhary, Penny Foley, Francisco N. González
The event challenges the traditional divide between developed and emerging markets by arguing that political volatility and legal opacity now characterize the global investment landscape, effectively making "all markets emerging." It details how structural shifts over the last two decades, such as improved credit quality and a 75% rise in local currency sovereign debt, have created a resilient environment where investors are positioned in the early stages of a nine-to-ten-year growth cycle. Furthermore, the discussion outlines actionable strategies for capturing value through constructive corporate governance activism in family-controlled firms and capitalizing on demographic and consumption-driven trends in Asia, all while navigating a complex geopolitical backdrop where trade flows are increasingly redirected toward markets like Mexico.
- Milken Institute1h 4m
Investing in Emerging Markets: The Returns Are in the Details
Bridget Posh, Bob Diamond, Ana Maria Caresquilla, Jingdong Huang, Penny Foley, Victor Chiu
Industry leaders from Atlas Merchant Group, Fondo de Reserva Latinoamericano, and the IFC analyzed high-growth potential in Nigeria's demographic dividend and the Pacific Alliance's unified infrastructure sector. The panelists assessed global emerging market fixed income stability while addressing China's sustainable economic evolution and Africa's infrastructure financing gaps. Ultimately, experts forecasted that measured Fed normalization and strategic risk pricing will enable private capital to capture significant long-term value across these distinct regional opportunities.