Charles Robertson

Equity Strategy / Macro

Phone:  +44 (207) 005 7835

Charles Robertson, a leading emerging markets specialist, is Renaissance Capitalís Global Chief Economist and Head of the Firmís Macro-strategy Unit. Charlie covers the global economic themes having the greatest impact on emerging markets, including democratisation, demographics, education, electricity, ESG, fertility, pension funds, savings, terrorism, as well as key ways to examine exchange rates in emerging and frontier markets. Charlie is the lead author of The Fastest Billion: The Story Behind Africaís Economic Revolution (, published in October 2012, and is often found on twitter @RenCapMan. Charlie was voted the #1 Frontier analyst in the Extel survey in 2016, 2017, 2018 and 2019, #1 Frontier analyst in Institutional Investor in 2019, and Renaissance Capital was the #1 rated Frontier firm in both 2016 and 2017. He was previously ranked the number-one economics and macro analyst for emerging Europe, the Middle East and Africa in the Extel survey in 2007, 2008, 2009 and 2010. In addition, the team he led was ranked the best macro team in Extelís 2010 survey of equity investors. Another of Charlieís teams took 1st place for SSA coverage in the institutional investor survey for 2012. Charlie graduated from the London School of Economics in 1993 and worked at a UK parliamentary defence think-tank and a research boutique until joining the financial services industry in 1998.

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