Glovista Investments presented its views on the global macro cycle and highlighted key themes and opportunities for members of the private wealth community on October 8th, 2019, at the JW Marriott Miami, featuring the firm’s founders, Chief Investment Officer Carlos Asilis and Deputy CIO Darshan Bhatt, along with Ignacio Gil, Strategic Advisor for the firm.
“Today, investor concerns range from the potential of further global economic deceleration resulting from a late cycle US economy – with recession risks looming in the horizon – to the ongoing reversal of the market-friendly trade globalization dynamics that defined the post-1990 period and the potential for increased tax pressure in the developed world over the coming years. Today more than ever, we believe a tactical global investment approach is to be favored so as to navigate such treacherous investment waters,” said Asilis.
The discussion included Glovista’s 10 year performance outlook for major asset classes and the investment case for emerging market equities both in absolute and relative terms versus developed peers in light of secular trends that are transforming the investment landscape. The firm also spoke about its opportunity to drive positive change in the regions where it invests via the strategic use of corporate philanthropy.
“The greatest value that I took away from the presentation is simplicity, especially in the Emerging Markets area laden with factors not easily digested by an average investor. Dr. Asilis capably simplified what otherwise is a rather complex topic. Our firm emphasizes a minimalistic approach to investing, that is, a straightforward assessment of binary investment return payoffs that either work or don’t work. This presentation helped clarify for me how to choose the right targets while avoiding traps that exist in these complex markets,” said Eli Butnaru, Chief Executive Officer, Boreal Capital Management.
“I appreciated the quality of the presentations. Dr. Asilis and Mr. Bhatt shared detailed market views on the global asset classes including the emerging markets universe,” commented Ricardo de la Serna, Partner, Alvarium.
Glovista Investments is an SEC-registered and GIPS-compliant investment advisory firm with offices in New Jersey, Miami and the San Francisco Bay area. Glovista specializes in emerging market equities and multi-asset investment strategies for institutional and high net worth clients.