As the biggest global election year in history comes to a close, we are seeing new opportunities – and risks – develop for global equities and emerging markets investors.
Watch our on-demand with Pendal Global Emerging Markets Opportunities fund manager Ada Chan and Pendal Global Select fund manager Chris Lees.

Drawing from almost 60 years of combined experience, Ada and Chris will explain:

  • Which sectors are likely to win or lose from a Trump or Harris victory

  • The outlook for China, including scenarios for heavier US tariffs

  • New and familiar global equities themes likely to dominate in 2025

  • How elections in Mexico, India and Indonesia have affected the EM landscape

  • Where the AI and tech themes are headed

  • How the US dollar outlook will affect emerging and developed markets

Please register through the form above to access the webinar.

CPD accreditation will apply to qualified attendees.
Meet Ada and Chris
Ada Chan
Senior Fund Manager,
Emerging Markets Equities
24 years' industry experience, joined JOHCM in Apr 2011.

Prior to joining JOHCM, Ada spent three years at GMO LLC as an Investment Analyst. She previously worked at Baring Asset Management as an Equity Research Analyst. Prior to 2000, she worked as an International Management Trainee and Equity Research Intern at State Street Corporation and Salomon Smith Barney respectively. Ada holds an MSc in Computer Information Systems and BA in Business Administration, both from Boston University.
Christopher Lees
Senior Fund Manager,
Global Equities
34 years' industry experience, joined JOHCM in Sept 2008.

Prior to joining JOHCM, Christopher spent more than 19 years at Baring Asset Management, latterly as Head of the firm’s Global Sector team. Prior to 2002, he held positions as Senior Portfolio Manager (US Equity team) in Boston and as an Analyst in the UK Stock Selection as well as in the firm’s Global Asset Allocation team. Christopher is a CFA Charterholder and holds a BSc (Hons) in Geography from University of London.