Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations With Bilal Hafeez
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The Misconceptions About Emerging Markets Debt
In the 25 years that we've been at Gramercy, there's been 11 dislocations starting from Mexico all the way to I guess Russia, Ukraine last year. And look, these crises continue. So I wouldn't argue that it's matured to the point where those dislocations won't occur. What I think is for us is matured as the approach. It's not the old EM that people may have in their memories.
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