How to Trade the Sovereign

Host Rizwan Mahmood speaks with Romain Bordenave, Head of Emerging Market Debt at Edmond de Rothschild. Romain discusses his outlook for H2 for EM/FM Credit. On Nigeria, they discuss regime change and if the bonds have any additional upside. On Ghana, the recent positive performance and if it is anything more than a crises recovery trade. Finally, they take a look at Ecuador's political turmoil, and how to trade the name as an investor.

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The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.

This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.