Episodes
Thursday Jun 29, 2023
What the end of emerging markets rate hiking cycle means for investors
Thursday Jun 29, 2023
Thursday Jun 29, 2023
Emerging markets have been described as "the adults in the room" as they largely got ahead of the game by hiking rates early to combat inflation. Now, it looks like that cycle is nearing the end.
Fernando Grisales , Senior Portfolio Manager, joins John Mensack to discuss what the new phase of fiscal policy will mean for investors.
RUNNING ORDER
03:05 - Part one: what's going on in emerging markets?
12:45 - Part two: what does the future hold?
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