Episodes
Thursday Nov 02, 2023
Lifting the Veil on EM Corporate Bonds
Thursday Nov 02, 2023
Thursday Nov 02, 2023
Investment director John Mensack and portfolio manager Autumn Graham lift the veil on emerging markets and in particular the world of corporate debt. They discuss challenges and opportunities in this vast asset class and how it's expected to perform against the backdrop of the 3D reset.
RUNNING ORDER:
01:06 - Part one: defining emerging market corporate debt
07:58 - Part two: challenges and opportunities
14:40 - Part three: EM corporate debt and the 3D reset
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