The Emerging Markets Podcast by Tellimer

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Overlooked emerging markets with Hasnain Malik of Tellimer and Steven Quattry of Morgan Stanley Investment Management

Hasnain Malik, Emerging and Frontier Markets Strategist at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Steven Quattry, Portfolio Manager for the NextGen Emerging Markets strategy at Morgan Stanley Investment Management. Together, they take a tour through the...

Published 10/30/24

Lee Buchheit and Patrick Curran discuss value recovery mechanisms and recent developments in the sovereign debt restructuring landscape

Join Tellimer’s Senior Economist Patrick Curran as he sits down with Lee Buchheit to discuss Lee's recent paper with Gregory Makoff entitled “A Better Value Recovery Mechanism for Sovereign Debt Restructurings.” Patrick also picks Lee’s brain about a range of developments across the sovereign...

Published 09/05/24

LatAm offers opportunities for discerning investors, but you've got to be selective. With Patrick Campbell and Geronimo Mansutti

LatAm economist Geronimo Mansutti hosts Patrick Campbell of Morgan Stanley's emerging market debt team to discuss investment opportunities across the region, focusing on idiosyncratic options beyond Brazil and Mexico. Patrick breaks down his general views on Latin American credits, discussing the...

Published 08/22/24