Stratford Dennis

Stratford Dennis, Head of Emerging Market Equities at Goldman Sachs, shares insights on the thriving potential of emerging markets. He delves into the factors driving their recent rally, like growth differentials and a weakening dollar. A highlight is Brazil's promising investment landscape, bolstered by favorable economic indicators and political changes. Dennis also discusses how U.S. bond market trends can significantly impact emerging markets, showcasing a highly interconnected global financial ecosystem.