Michael Cirami

Michael Cirami, Managing Director at Artisan Partners and expert in emerging debt markets, dives into the intricate world of geopolitical risk in fixed income. He argues that the Cold War offers valuable lessons for today’s investors. Cirami discusses distinctive investment opportunities in struggling nations, the evolving landscape of EM credit amid inflation, and India's rising fixed income appeal. He also highlights the complexities within China's economy and the potential impact of cryptocurrency on emerging markets.