Session recording

Michael Biggs, Arif Joshi: Local versus hard currencies, volatility and the outlook for emerging market debt

Investors are hopeful for a surprise in global growth this year. This session discusses whether emerging markets will see a tailwind for exchange rates, credit spreads and valuations as higher goods production and the balance of payments improve. But will the likely rebound be cut short by inflationary pressures and higher interest rates? And what does this mean for emerging market credit? 

Michael Biggs, macro strategist and investment manager, GAM
Arif Joshi, portfolio manager and analyst – emerging markets debt, Lazard Asset Management
Moderator: Alex Proimos, head of institutional content, Conexus Financial