Emerging Markets: A Framework for Canadian Allocators
Date: Tuesday, April 14, 2026
Emerging markets equities are once again part of asset allocation discussions as Canadian institutions continue to seek diversified sources of return, complementary growth opportunities and broader exposure beyond domestic and US markets. With US equity leadership and concentration still in focus, along with evolving policy dynamics and a more developed EM landscape, CIOs and investment teams are taking a thoughtful, research‑based approach to how they incorporate EM equities within their 2026 portfolio plans.
In this live webinar, Ninety One’s Samantha Cleyn, Country Head of Canada, will moderate a discussion with Varun Laijawalla, Emerging Markets Equity Portfolio Manager at Ninety One, on how EM equities can contribute to Canadian institutional portfolios today. The session will explore the role of EM as a strategic building block, a diversifier or a tactical expression; how to think about US concentration and rebalancing; and implementation choices related to policy, FX and the evolving EM opportunity set, including AI and domestic demand themes. Attendees will gain a clear, actionable framework to evaluate and position EM equities in line with their objectives and risk parameters.
Join the webinar to:
- Clarify the role of EM equities as strategic allocation, diversifier or tactical opportunity
- Understand how US equity concentration and rebalancing choices can influence EM exposure
- Gain practical guidance on policy, rates, FX and approaches to managing currency risk
- Explore EM’s role in the AI value chain and domestic‑demand growth themes
- Strengthen your risk‑underwriting lens for EM allocations in 2026
We hope you can join us.
Speakers:
Samantha Cleyn - Head of Institutional, Canada - Ninety One
Varun Laijawalla - Portfolio Manager - Ninety One
Sponsored By:
