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Emerging markets: trends, opportunities & ESG

February 26, 2021 by Martin Lefebvre


podcast episode

Why invest in emerging markets now? What are the current trends and opportunities? And why the integration of ESG factors is so important, especially in emerging markets? A two-part discussion with Paul Birchenough and Ian Smith of Newton Investment Management (North America) Limited.

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Martin Lefebvre

Martin Lefebvre

Vice-President, Chief Investment Officer and Strategist, National Bank Investments

Martin Lefebvre Martin Lefebvre

Mr. Lefebvre has 20 years of experience in the financial markets sector where he held various key positions.

He joined the National Bank in April 2012 as a Strategist before moving on to Private Banking 1859, where he oversaw the portfolio management team. As Chief Investment Officer, he is now responsible for the development of investment solutions for National Bank Investments and the management of tactical asset allocation mandates.

Prior to his years at the bank, Martin Lefebvre worked at Natcan Investment Management as Vice-President, Asset Allocation, where he was responsible for the portfolio management of several multiple-asset class mandates. He also served as Senior Economist and Strategist for the Desjardins Group, and as a U.S. Economist with the Canadian Ministry of Finance.

Mr. Lefebvre holds a Master’s degree in Economics from Université du Québec à Montréal.


Ian Smith

Ian Smith

Équipe des actions – marchés émergents et asiatiques

Ian Smith Ian Smith

Ian était co-gestionnaire de portefeuille d'Axa Framlington sur les marchés émergents mondiaux. Auparavant, il a été analyste financier chez Matrix Group et Nevsky Capital. Ian a commencé sa carrière en faisant de la finance d'entreprise et des fusions et acquisitions dans plusieurs grands cabinets d'expertise comptable et banques d'investissement. Ian est un comptable agréé et est titulaire d'un diplôme en économie et en politique de l'Université de Durham.

Paul Birchenough

Paul Birchenough

Equity Team – Emerging and Asian Markets

Paul Birchenough Paul Birchenough

Prior to joining Newton, Paul was co-lead portfolio manager of Axa Framlington’s global emerging markets capabilities. Before that, he was a Latin America investment analyst at Nevsky Capital, where he met Ian Smith. Paul began his career at KPMG in the audit, transaction services and corporate finance teams covering the technology, media, and telecom (TMT) sector. Paul is a chartered accountant and attended the University of Nottingham where he studied mathematics.