Portfolio Manager Andy Keirle discusses the distinct diversification, geographic, exchange rate, and yield features of emerging markets local currency bonds. He shines a light on the impact on emerging market local currency bonds of global inflation dynamics and exchange rate fluctuations.
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Emerging Markets have faced particularly strong headwinds of late. The coronavirus pandemic shuttered economies, while disappointing corporate earnings and a stronger U.S. dollar have buffeted markets. A range of tactical and structural factors are at play in the asset class, making for a fascinating world of opportunities for investors.
Learn more with T. Rowe Price EM-phasis—where we shine a spotlight on emerging markets investing. We traverse the diverse and fascinating emerging markets landscape, exploring a range of topical themes and asset class dynamics in discussions with investment and research experts from T. Rowe Price.
Latest Episode
Episode 6
Emerging Markets Local Currency Bonds in Focus
22:41
Previous Episodes
Episode 5
Sovereign Analysis Amid the Perils of War
As the war in Ukraine grinds on, Credit Analyst Razan Nasser and Peter Botoucharov discuss the ongoing implications for the economy and sovereign assets. Amid the tragedy of war on people and communities, they consider the geopolitical ramifications and ponder the lasting effects for both Ukraine and Russia.
23:50
Episode 4
China—The Interplay of Policy, Growth and Geopolitics
In recent times, a slowing domestic economy, more restricted market access, and rising geopolitical tensions have dominated the agenda for investors in China. Chris Kushlis, chief of China and Emerging Markets Macro Strategy, discusses the outlook and the implications for emerging markets and the global economy more broadly.
31:57
Episode 3
A Brief History of Emerging Markets Debt
Mike Conelius, senior advisor, sovereign distressted debt, draws on a career spanning 25 years to trace the evolution of the emerging markets debt asset class. The sector is now a multitrillion-dollar asset class covering a multitude of countries, with distinct and changing geopolitical and economic profiles. These bring both challenges and opportunities.
19:59
Episode 2
Latin America's Swing to the Left
This conversation with Credit Analyst Aaron Gifford delves into the distinct characteristics of Latin America. It’s a discussion about politics and economics. Learn why in emerging markets, and Latin America in particular, politics and economics are often one and the same.
22:07
Episode 1
Sustainable Investing in Developing Countries
In this interview with Portfolio Manager Samy Muaddi, we discuss sustainable investing and developing countries. There's been a huge amount of interest in ESG or sustainable investing over the past few years. Samy delves into the distinct questions and challenges for emerging markets investing with an ESG lens.
20:42
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