Eric Stein, Portfolio Manager, Brad Godfrey, Institutional Portfolio Manager
- Given the strong rally in emerging markets debt over the past 2+ years, many investors are questioning whether value can still be found in the EMD asset class.
- With broad differentiation across countries and idiosyncratic risks driving different segments of the market, a more nuanced review of the EMD space is required in order to answer the question.
- Eric Stein and Brad Godfrey will walk through the key risks professional investors need to understand and opine on which they believe to be attractively valued and which are not.
- Eric and Brad are part of Eaton Vance’s Global Income Group, which has been managing EMD for over two decades and today manages nearly US$10bn in EMD instruments.