Equity Strategy / Macro
Phone: +44 (207) 005 7835
Charles, a leading emerging and frontier markets specialist, is Renaissance Capitalís Global Chief Economist and head of the Firmís macro-strategy unit. He covers global economic themes and their impact on emerging markets. Over the past decade, the scope of Charlesís work has covered, among other topics: quantifying political risk in emerging and frontier markets; focusing on how education has transformed Africaís outlook, currency and sovereign debt analysis, as well as thematic comparison pieces on legal systems, electricity, tourism and corruption. He is the lead author of The Fastest Billion: The Story Behind Africaís Economic Revolution (www.fastestbillion.com), published in October 2012. Charles was 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, his team was ranked the best macro team in Extelís 2010 survey of equity investors, number one for SSA in the 2012 Institutional Investor survey and 1st in the Frontier in the 2016 Extel survey. He graduated from the London School of Economics in 1993, and worked at a UK parliamentary defence think-tank and a research boutique before joining the financial services industry in 1998.