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Global Chief Economist, Head of Macro-strategy at Renaissance Capital
Charles Robertson, a leading emerging markets specialist, is Renaissance Capital’s Global Chief Economist and Head of the Firm’s Macro-strategy Unit. Mr. Robertson covers the global economic themes having the greatest impact on emerging markets. Over the past two decades, the scope of Mr. Robertson’s work has covered, among other topics: quantifying political risk in emerging markets; how the retirement age rising to 67 reflects deep-rooted problems in the West and great opportunities in emerging markets; the revolutionary nature of growth in countries with non-democratic governments; how Africa can begin to escape the commodity cycle via broader education; the impact of terrorism and natural disasters on tourism and key ways to examine exchange rates in emerging and frontier markets.