Thematic Investors Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
When comparing emerging market equity investments to their credit investment counterparts, the scales quickly tip to favor credit investments by offering investors 150-200 basis points in real growth. The story on emerging market credit investments remains robust, but how does that growth translate across different regional markets? This is what we’re going to find out in the latest episode of the Thematic Investors podcast.
Kieran Cavanna, host of the Thematic Investors Podcast and CIO of Old Farm Partners, sits down with Genna Lozovsky, Founder & Managing Partner at Sandglass Capital Management. See where the passion for emerging markets originated from as Genna shares his background and insights from Russia, Argentina, South Africa, Greece, and more.
The podcast discussion will also target:
- Why a ‘fiscal bazooka’ that appeared in Europe and the US during COVID didn’t touch emerging markets in the same way.
- For those involved in emerging market credit strategies, what makes Argentina so attractive to investors, and how will President Trump’s policies impact future growth?
- What made Ukraine such an interesting credit bet in the early days of the war, and what are Genna’s thoughts on opportunities for credit following a future ceasefire?
- What are Genna’s thoughts on the current tariff policy, and how does that compare with the last 20 years of free trade and winning across some of the major countries?
- What is the ‘day of reckoning’ in emerging market credit opportunities, and how does it differ from credit investments made on the equity side?
- As US policy shifts, how will China fill in some of the financing gaps, taking a larger role in the credit markets? What can we see from voices across the Middle East and Turkey?
- And more.
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