Michael Cirami

Managing Director at Artisan Partners and portfolio manager for EMsights Capital Group, specializing in emerging and frontier debt markets.

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Mar 4, 2025 • 32min

Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens

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.