EMD – Increasing conviction going forward

Presented by

Alejandro Arevalo, Reza Karim and Matthew Morgan

About this talk

Weakness in emerging market debt (EMD) so far this year has been driven by rising US interest rates. Several “bad” news stories have come and gone, and the asset class has weathered all of them. Looking forward, a more stable interest rate environment, weaker US dollar and benign political environment could support positive performance; and as EM vaccination rates catch up, the future could look even more positive. On Tuesday 6 July, join Alejandro Arevalo, Head of EMD, Reza Karim, Fund Manager, and Matthew Morgan, Investment Director, to hear how their strategies have performed in the first half of 2021 and where they see opportunities from here.

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