A Time for Discovery in A Period of Adversity: Book Recommendations

Our Partners on the Emerging Markets Equity Team compiled a reading list to enjoy through these turbulent times

Our Partners on the Emerging Markets Equity Team pray your family and friends are in good health and spirit, despite the adverse climate.

I have asked my Partners (e.g. research analysts) to put aside frustrations with things we cannot control and leverage this unexpected sabbatical to enjoy learning. This is a time we have a unique space to emphasize discovery, to heighten our perspectives, and to savor more completely inspirations from our libraries. I thought I would pass along a list of reading recommendations from our team. Hopefully you will also get some inspiration from the collection.

Classics Authors
Antifragile Nassim Nicholas Taleb
Skin in the Game Nassim Nicholas Taleb
Sapiens/Homo Deus Yuval Noah Harari
Savors  
As You Like It William Shakespeare
Midnights Children Salman Rushdie
The Fall Albert Camus
My Beautiful Dark Twisted Fantasy Kanye West
New  
Good Economics for Hard Times Esther Duflo, Abhijit V. Banerjee
Upstream Dan Heath
The Third Pillar Raghuram Rajan
Factfulness Hans Rosling
The Narrow Corridor Daron Acemoglu, James Robinson
Capitalism Alone Branco Milanovic
Range: Why Generalists Triumph in a specialized world David Epstein
Inspirations  
South of the Border, West of the Sun Haruki Murakami
Norwegian Wood Haruki Murakami
1Q84 Haruki Murakami
Never Let Me Go Kazuo Ishiguro
The Thing Around Your Neck Chimamanda Ngozi Adichie
The Interpreter of Maladies Jhumpa Lahiri
The Seventh Day Yu Hua
The World According to Garp John Irving
White Teeth Zadie Smith
Amsterdam Ian McEwan
The White Tiger Aravind Adiga
The Brief Wondorous Life of Oscar Wao Junot Diaz
What is What Dave Eggers
The Myth of Sisyphus Albert Camus
History  
Gandhi Before India Ramchandra Guha
China in Ten Words Yu Hua
Americana: A 400 – Year history of American Capitalism Bhu Srinivasan
Globalists: The End of Empire and Beginning of Neoliberalism Quinn Slobodian
Brazil Apart Perry Anderson
India’s Long Road Vijay Joshi
Lords of Finance Liaquat Ahamed
Natasha’s Dance: A Cultural History of Russia Orlando Figes
Destiny Disrupted – A History of the World through Islamic Eyes Tamim Ansary
The Arts  
 Art and China After 1989: Theater of the World Guggenheim
 Hot, Cold, Heavy, Light Peter Schjeldahl
 Brand New Art from China Barbara Pollack
The Sciences  
 The Disordered Mind Eric Kandel
 The Gene Siddhartha Mukherjee
 A Brief Tour of Human Consciousness V. S. Ramachandran

Despite the near-team challenges that all of us are facing, we remain excited about the opportunity that emerging market equities can provide for investors. Most importantly, we wish all the best for you, your family and friends and that you stay safe and remain in good health during this time.

Important Information

Credit: Per Swantesson / Stocksy The opinions expressed are those of the author as of March 23, 2020, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals

Justin Leverenz, Team Leader and Senior Portfolio Manager

Justin Leverenz is a Team Leader and Senior Portfolio Manager for the OFI Emerging Markets Equity team at Invesco.

Mr. Leverenz joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OppenheimerFunds in 2004 as a senior research analyst. Prior to joining OppenheimerFunds, Mr. Leverenz was the director of Pan-Asian technology research for Goldman Sachs in Asia, where he covered technology companies throughout the region. He also served as head of equity research in Taiwan for Barclays de Zoete Wedd (now Credit Suisse) and as a portfolio manager for Martin Currie Investment Managers in Scotland. He is fluent in Mandarin Chinese and worked for over 10 years in the greater China region.

Mr. Leverenz earned a BA degree in Chinese studies and political economy and an MA in international economics from the University of California. He is a Chartered Financial Analyst® (CFA) charterholder.

 

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