The 2015 iteration of Institutional Investor’s Emerging Europe, Middle East & Africa Research Team features a dozen previously unranked squads, most notably Renaissance Capital’s top-ranked Turkey Equity Strategy crew. This year the group is helmed by Michael Harris, who’s certainly no stranger to the Emerging EMEA team. Prior to joining RenCap last spring, Harris worked at Bank of America Merrill Lynch, where he led multiple teams to victory in Central & Eastern Europe, Middle East & Africa Equity Strategy; Emerging-Europe Equity Strategy; Middle East & North Africa Equity Strategy; and, of course, Turkey Equity Strategy. RenCap’s previous best showing in this sector was last year, when it finished in eighth place under the guidance of Charles Robertson and Daniel Salter.
This year’s other newcomers are:
* Barclays, Consumer/Discretionary. Team leaders: Rodney Salmon and Boris Vilidnitsky. Rank: Runner-up. Previous best: No. 14 (in 2014).
* Barclays, Metals & Mining. Team leader: Vladimir Sergievskiy. Rank: No. 2. Previous best: No. 12 (in 2014).
* EFG-Hermes, Consumer/Nondiscretionary. Team leader: Wafaa Baddour. Rank: Runner-up. Previous best: No. 11 (in 2014).
* HSBC, Central & Eastern Europe, Middle East & Africa Equity Strategy. Team leader: John Lomax. Rank: No. 3. Previous best: No. 6 (in 2014).
* HSBC, Consumer/Discretionary. Team leader: Raj Sinha. Rank: Runner-up. Previous best: No. 9 (in 2014).
* HSBC, Consumer/Nondiscretionary. Team leader: Raj Sinha. Rank: No. 3. Previous best: No. 10 (in 2014).
* J.P. Morgan, Consumer/Discretionary. Team leaders: Stephen Carrott and Elena Jouronova. Rank: No. 2. Previous best: No. 8 (in 2014).
* J.P. Morgan, Consumer/Nondiscretionary. Team leaders: Stephen Carrott and Elena Jouronova. Rank: Runner-up. Previous best: No. 9 (from 2012 through 2014).
* Morgan Stanley, Oil & Gas. Team leaders: Igor Kuzmin and Pavel Sorokin. Rank: No. 2. Previous best: No. 7 (in 2014).
* UBS, Oil & Gas. Team leader: Maxim Moshkov. Rank: No. 3. Previous best: No. 8 (in 2014 and 2012).
* VTB Capital, Telecommunications. Analyst: Ivan Kim. Rank: Runner-up. Previous best: No. 5 (in 2014).
The 2015 Emerging EMEA Research Team reflects the opinions of more than 500 individuals at 343 institutions that collectively manage an estimated $296 billion in emerging EMEA equities and $145 billion in emerging EMEA debt.
