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21min chapter
Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens
FICC Focus
Resilience and Opportunities in Emerging Markets
This chapter analyzes the resilience of emerging markets amidst U.S. economic policies and the challenges posed by inflation and stagnation. It explores unique investment opportunities in distressed sovereign nations, emphasizing the need for differentiated strategies that consider local economic conditions. Furthermore, the discussion highlights the evolving landscape of EM credit and liquidity dynamics, signaling potential for active management and growth in these markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode