Carl Ross

Dr. Carl Ross, a partner and lead researcher for Emerging Country Debt at GMO, offers deep insights into the world of emerging market debt. He discusses the evolution of sovereign credit and highlights the complexities of navigating defaults and economic volatility. The conversation also touches on the declining dominance of the US dollar and the benefits of investing in emerging market currencies. With local debt seen as a once-in-a-generation opportunity, Ross stresses the importance of diversification and understanding geopolitical risks for savvy investors.