Ever-changing dynamics in emerging markets

29/05/2024 21 min Temporada 1 Episodio 7
Ever-changing dynamics in emerging markets

Listen "Ever-changing dynamics in emerging markets"

Episode Synopsis

Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss recent drivers of returns, the impact of geopolitical events and – in a year of global elections – how the team’s proposed solution for the debt sustainability of Mexico’s largest state-owned oil company has been well received by the country’s presidential candidates.