East Capital Group's Outlook series for 2025
Outlook 2025: Global Frontier Markets
Investing in fast-growing frontier and small emerging markets, East Capital's Global Frontier Markets strategy has significantly outperformed major emerging and frontier market indices on a rolling 1-, 3-, 5-, and 10-year basis. Despite this outperformance, attractive valuations and new listings continue to provide our team with opportunities to uncover even more compelling investment prospects in the years ahead.
Listen in to our experts, Emre Akcakmak, Head of Frontier Markets, and Alexander Gyllenberg, Senior Analyst, for their 2025 outlook and exclusive insights into strategies for navigating these unique and dynamic markets, which offer further potential for uncorrelated and superior returns to informed investors. Marcus Rågmark from Sales moderates this webinar.
Outlook 2025: Global Emerging Markets
With valuations at a record discount to the US, positioning light and earnings growth still solid, is now the time to look at emerging markets? How much of the bad news is already priced in? What will be the impact of Trump's second term and potential trade war?
East Capital's Jacob Grapengiesser, CIO and Ritish Rangwalla, Senior Analyst (independent), unpack the key drivers shaping emerging markets, from AI-driven growth in Taiwan to India's structural expansion and China's road to recovery. This session is moderated by Marcus Rågmark from Sales.
Outlook 2025: Nordic Corporate Bonds
Discover how focused credit analysis, an understanding of sector variances, and strategic positioning in bonds with adjustable coupons can help you navigate the Nordic Corporate Bond market in 2025. With relatively higher GDP growth in the Nordics compared to the rest of Europe and narrowing credit spreads driving bond issuance, this is the time to capitalise on the region’s strengths and uncover attractive opportunities.
Espiria's Portfolio Managers Stefan Pari and Erik Karlsson, explore key drivers shaping the market and investment opportunities across the Nordic region, from sector-specific earnings trends to the resilience of Nordic economies amid global uncertainties. This webinar is moderated by Marcus Rågmark from Sales.
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