Tina Vandersteel, the Head of GMO's Emerging-Country Debt team, shares her expertise from J.P. Morgan, where she developed strategies for high-yield bonds. She discusses the complexities of investing in emerging markets, highlighting risks and potential returns. Tina emphasizes the importance of firsthand experiences over sensationalist media narratives, using Brazil's economic shifts as a backdrop. She also explores currency risks, the impact of political dynamics on investments, and her journey from finance to pursuing Olympic rowing, balancing ambition with personal passions.
