Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations With Bilal Hafeez
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The Importance of Asset Allocation in Emerging Markets Debt
Robert Campbell: In emerging markets debt, I think indices have been cruel to investors. The approach we take if you give us a blank piece of paper is to take much more of a multi-asset approach and be dynamic. And so the way we think about it is a bit of a barbell. On one end, we have high conviction, you know, private debt that's always available in the marketplace. But then on the other side, take advantage of this volatility,. It can be an Argentina, or it can be systemic, it can be COVID, dislocation, or whatever it may be.
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