Episodes

  • Emerging markets: From rate cuts to election uncertainty
    Oct 9 2024

    We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strategies and opportunities for the months ahead.

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    15 mins
  • Emerging markets debt: Insights into China’s easing and US rate cuts
    Oct 8 2024

    We discuss how China’s recent easing measures and the US Federal Reserve’s rate cuts are shaping the landscape of emerging market debt, offering both challenges and opportunities for investors.

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    9 mins
  • Emerging markets: Investing beyond the dragon's reach
    Jul 12 2024

    Discussing the quarter that was in emerging markets equities and more.

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    12 mins
  • Emerging markets: Frontiers, high yields, and restructurings
    Jul 12 2024

    Discussing the quarter that was in emerging markets debt and more.

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    16 mins
  • Emerging markets: China's big bounce
    Apr 10 2024

    We discuss how after a weak start to 2024, Chinese markets have rebounded as well as other happenings in emerging markets.

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    15 mins
  • Frontier markets: A high yield credit opportunity?
    Apr 10 2024

    While attractive yields remain, we discuss why asset selection and awareness of upcoming global events are crucial within emerging market debt.

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    11 mins
  • Emerging markets: Next chapter in the China story?
    Jan 10 2024

    Emerging markets expert Devan Kaloo joins Tom Harvey on the podcast to recap the quarter that was before looking ahead at 2024.

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    12 mins
  • Emerging market debt: What a weaker China could mean
    Jan 10 2024

    Emerging market debt expert Brett Diment joins Elizabeth on the podcast to recap the quarter that was before looking ahead at 2024.

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    12 mins