A Globetrotter’s Take on FEM Investing
Co-founder and CIO Jonathan Binder draws upon decades investing in out-of-the-way markets while discussing present conditions in Frontier and Emerging Markets around the world.
Just because the leading investment firms have largely pulled back from Frontier and Emerging Markets (FEM) doesn’t mean opportunities have gone away. In fact, if you have a critical eye, an open mind, and a patient mindset, plenty of investment opportunities still exist in virtually every corner of the globe.
Self-serving leaders and governments, disastrous policies, and economic turmoil will always be factors within emerging nations—and frankly, among developed countries, too—but the difference between words, deeds, and delivery help define the core elements to investable opportunities.
Exploring the FEM Universe
SPEAKER
Jonathan Binder, Co-founder and CIO
Driven by a lifelong interest in foreign cultures, due in part to extensive exposure to Southeast Asia and other far-flung regions as a child, Jonathan oversees Consilium’s FEM strategies. He co-founded the firm with Charlie Cassel in 2004 after a series of FEM-focused roles with larger firms including Standard Bank of South Africa, Americas Trust Bank, and James Capel of London.