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Penny Foley

Showing 1–3 of 3 transcripts.

  1. 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.

  2. Milken Institute59 min

    Global Growth Markets Outlook

    Cristina Alesci, Ricardo Adrogué, Fock Wai Hoong, Penny Foley, Mona Sutphen, Anne Van Praagh, Wei Hong

    Leading financial strategists from Barings, Moody's, TCW, and General Atlantic outline a synchronized global growth environment that favors emerging markets driven by falling interest rates, robust digital expansion in Southeast Asia, and structural reforms in nations like Brazil and India. Despite these opportunities, experts warn that geopolitical risks including tightened Russia sanctions, NAFTA renegotiations, and US protectionism could introduce volatility to credit markets and disrupt trade frameworks. While China maintains a positive growth trajectory through fiscal stimulus and demographic shifts, analysts caution that high-yield sovereigns with limited dollar access and complacent fiscal policies in Latin America remain vulnerable to sudden market corrections.

  3. 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.