Charles Robertson 2021 Speaker

Global Chief Economist

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: measuring democratisation and dictatorship risk in emerging markets; how the retirement age rising to 67 reflects deep-rooted problems in the West and great opportunities in emerging markets; how Africa can begin to escape the commodity cycle via broader education; the impact of terrorism and natural disasters on tourism; key ways to examine exchange rates in emerging and frontier markets, and why emerging-markets banks should thrive in the long-term.

Mr. Robertson is the lead author of The Fastest Billion: The Story Behind Africa’s Economic Revolution (, published in October 2012.

Mr. Robertson 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, the team he led was ranked the best macro team in Extel’s 2010 survey of equity investors. Another of Charlie’s teams took 1st place for SSA coverage in the institutional investor survey for 2012.

Charlie was voted the #1 Frontier analyst in the Extel survey in 2016, 2017, 2018 and 2019, and Renaissance Capital was the #1 rated Frontier firm in both 2016 and 2017. He was also ranked #1 Frontier analyst in the Institutional Investor 2019 survey.

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