Emerging market debt outlook 2024 with Carlos de Sousa, EMD Strategist and PM at Vontobel AM

For the final episode of The Emerging Markets Podcast for 2023, host Rizwan Mahmood and Carlos de Sousa of Vontobel Asset Management recap on the year for emerging market debt, and discuss their outlook for 2024. Together, they delve into markets on the minds of investors, including Argentina, Pakistan and Egypt. Also, they discuss the potential implications of upcoming elections, risks ahead, IMF programmes, and more.

A huge thank you to all the guests who sat down to talk with us this year, and to all our listeners for joining! Stay tuned for more episodes in 2024.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠ - the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠ Artwork by Kristian Klamar.

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.

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