Chasing yield, the reflation trade and emerging market debt | Paul McNamara
Listen now
Description
In episode 117, Alex Proimos speaks with Paul McNamara, investment director at GAM.
This episode discusses the comparative risk between emerging markets and developed markets, particularly when the United States is experiencing an uptick in inflation and a stronger dollar. We talk about the impact of Europe and China on emerging markets. We compare the asset classes of emerging market debt to high yield debt in the developed markets. Finally, we discuss hedging and ESG on emerging market debt portfolios.
More Episodes
Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report.
Participant:• Jakob Wilhelmus, director at PGIM’s...
Published 11/02/23
Published 11/02/23
Greater access to information from companies and associations on geospatial analysis combined with the acceleration and exponential destruction of the ecosystem has prompted biodiversity to becoming a hot topic in making investment decisions. Conexus Financial managing editor Julia Newbould talks...
Published 07/10/23
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
