Episodios

  • Emerging markets equities: Game on or game over?
    Apr 17 2025

    In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.

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    13 m
  • Emerging markets debt: The aftershocks of Liberation Day
    Apr 17 2025

    In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.

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    14 m
  • Emerging markets equities: Make way for the anti-incumbents
    Jan 15 2025

    In the latest podcast, Devan and Tom discuss moving past challenges such as market volatility, policy changes, and strategic adjustments in 2024 before shifting their focus to the potential opportunities for the asset class in the upcoming year.

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    11 m
  • Emerging markets debt: Rebounding the asset class
    Jan 15 2025

    In the latest episode, we recap the final quarter of 2024 before shifting focus to high-yield opportunities in sovereign and corporate bonds while urging caution about non-dollar currencies due to global economic uncertainties.

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    9 m
  • Emerging markets: From rate cuts to election uncertainty
    Oct 9 2024

    We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strategies and opportunities for the months ahead.

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    15 m
  • Emerging markets debt: Insights into China’s easing and US rate cuts
    Oct 8 2024

    We discuss how China’s recent easing measures and the US Federal Reserve’s rate cuts are shaping the landscape of emerging market debt, offering both challenges and opportunities for investors.

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    9 m
  • Emerging markets: Investing beyond the dragon's reach
    Jul 12 2024

    Discussing the quarter that was in emerging markets equities and more.

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    12 m
  • Emerging markets: Frontiers, high yields, and restructurings
    Jul 12 2024

    Discussing the quarter that was in emerging markets debt and more.

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    16 m