Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.
Episode Segments
03:45 – How EMs have weathered COVID-19 and what the price action is telling us 08:39 – Assessing EM issuers' fundamental ability to satisfy their obligations 15:13 – Understanding EMs' willingness to pay their debts given COVID-related pressures 19:58 – Are increased risks creating a counterintuitive opportunity? 23:45 – Where the Barings team is finding value today 28:38 – What's next: COVID, the U.S. election, U.S./China relations
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