Reshma Kapadia, Barron's Magazine; Bruce Brewington, Forward; Rob Lutts, Cabot Money Mngt; Robert Luna, Surevest Capital Mngt
Emerging markets have truly evolved, with the four major countries that became synonymous with emerging markets — Brazil, Russia, India and China — facing slower growth and some of the hiccups of development. Now, many smaller countries not top of mind with investors are exhibiting some of the growth expected of emerging markets.
So, what exactly are emerging markets now and how should investors allocate their money to these markets? Where within this universe are the best opportunities, given that some of these smaller markets like Turkey and Thailand have logged double-digit gains in 2012 while Brazilian and Chinese names have lagged? And what about bonds? Where is the opportunity? Corporate debt? Local-denominated bonds?
Join this live roundtable discussion as experts share their thoughts on where the best opportunities lie and where emerging markets are headed in 2013.
* Reshma Kapadia, Staff Writer, Barron's Magazine (Moderator)
* Bruce Brewington, PM, Forward Management, LLC
* Rob Lutts, CIO, Cabot Money Management
* Robert J. Luna, CEO, Surevest Capital Management