Overlooked emerging markets with Hasnain Malik of Tellimer and Steven Quattry of Morgan Stanley Investment Management
Description
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 macroeconomic recovery, policy course correction, and leap-frogging technology themes of overlooked smaller emerging markets.
The Emerging Markets Podcast by Tellimer – the single point of entry to EM research and data. Edited and produced by Cira Sarker. Artwork by Kristian Klamar.
Check out the full Tellimer offering here.
The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.
DISCLAIMER
This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.
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 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