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Jonny Goulden
Head of EM Fixed Income Strategy at J.P. Morgan who guides the podcast discussion and frames macro and market themes for emerging market fixed income investors.
Best podcasts with Jonny Goulden
Ranked by the Snipd community
Jul 18, 2025
• 19min
EM Fixed Income: Emerging Markets Outlook and Strategy: Hold reduced EM exposure into the summer as market pricing and positioning are downplaying risks
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Jahangir Aziz is the Head of Emerging Markets Economic Research at J.P. Morgan, while Jonny Goulden leads their EM Fixed Income Strategy. They delve into the impact of U.S. tariffs on emerging markets, particularly comparing ASEAN nations with China. The conversation highlights the challenges in monetary policy shaped by inflation, along with the risks posed by credit spreads. They also discuss the interconnectedness of EM currencies with global trends, including the potential for recovery amid a fluctuating dollar. A must-listen for those interested in EM strategies!
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