Charles Robertson

Mr. Charles Robertson is a Global Chief Economist at Renaissance Capital Ltd.
He is a leading emerging markets specialist and is also Head of the Firm’s Macro-strategy Unit.
He covers the global economic themes having the greatest impact on emerging markets.
Over the past two decades, the scope of his work has covered, among other topics: measuring democratization 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 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 his teams took 1st place for SSA coverage in the institutional investor survey for 2012.
He 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 worked at a UK parliamentary defence think-tank and a research boutique until joining the financial services industry in 1998.
He graduated from the London School of Economics in 1993.