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Fixed Income

EM Debt: Navigating the Geopolitical Noise

2019 October - 25 min listen

From the Middle East to China to Argentina, investors face no shortage of geopolitical risks and negative headlines. But is there still value to be found across emerging markets? Dr. Ricardo Adrogué weighs in.

Episode Segments

02:15 – the state of the global economy
04:23 – China, trade wars and a reversal of globalization
07:10 – assessing risks in the Middle East
08:40 – Argentina–where we are and where we’re going
12:57 – EMD winners and losers
17:21 – factoring ESG into sovereign analysis
21:40 – value opportunities and final thoughts


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