Local Currency EMD: Uncovering a New Opportunity Set Strategist’s Corner

Emerging market debt portfolio manager Ward Brown joins Rob for this podcast to dig into the uniqueness of local emerging markets debt investing, the trajectory of EM economies and business cycles, and potential opportunities going forward.
 
(00:48) – Understanding Local Currency Debt
(02:27) – A Practitioner’s Approach to EM Investing
(05:04) - Understanding EM Business Cycles
(08:09) - A View on the Global Economy and Central Banks
(11:29) – How is this EM Cycle Different?
(14:19) - The Importance of Country Selection in EM Investing
 
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Please keep in mind that a sustainable investing approach does not guarantee positive results and all investments, including those that integrate ESG considerations into the investment process, carry a certain amount of risk including the possible loss of the principal amount invested.
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