

EM Fixed Income: Monetary policy struggles to be heard above the noise
Mar 21, 2025
Jonny Goulden and Saad Siddiqui delve into the complexities of monetary policy in emerging markets. They discuss the impact of political events and interest rate shifts in countries like Brazil and Turkey. The looming threat of a silent debt crisis due to rising interest rates is highlighted, along with vulnerabilities faced by emerging markets like Turkey and Argentina. The episode advocates for defensive investment strategies while identifying selective opportunities amidst market volatility.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 5min
Emerging Market Rate Adjustments Amidst Global Uncertainty
05:18 • 3min
Rising Interest Rates and Emerging Markets: A Looming Debt Crisis
08:02 • 2min
Emerging Market Vulnerabilities Amid Global Risk Sentiment
10:05 • 5min
Navigating Volatility in Emerging Markets
14:54 • 2min