EM Debt: Where is the Value Today?

January 2021 – 35 min listen
Barings’ Cem Karacadag discusses the outlook for emerging markets debt, including the uneven impact of the pandemic, how rising interest rates and fluctuating currencies may influence the picture, and the increasing role that ESG is playing in identifying winners and losers.

Episode Segments:

03:15 — How the pandemic played out in EMs in 2020
05:45 — Comparing EM and DM valuations 
11:23 — How the pandemic may impact EMs in 2021
16:15 — Analyzing EM debt in a virtual world
18:22 — How political discord in the U.S. and beyond impacts the outlook
20:49 — What to watch with interest rates and currencies
24:49 — The ESG factors that influence EM's winners & losers
29:10 — Biggest risks and opportunities in EMD in 2021
31:25 — Ways to access EM debt

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