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Podcast: Emerging Markets update

Polina Kurdyavko joins us on the BlueBay Insights podcast to share her perspectives on Emerging Markets.

We asked Polina:

  1. Emerging market currencies have risen by around 7% relative to the US dollar over the past month. Do you think they are simply rebounding to pre sell-off levels or is this the beginning of a more sustained rally?

  2. Emerging market sovereign hard-currency bond issuance is running at record pace compared to prior years. Should investors interpret that positively or negatively?

  3. From a corporate perspective, which companies are the most resilient to the current economic conditions and similarly which ones are showing signs of stress?

  4. In terms of investment opportunities across emerging market debt, do you have preferred credit-rating or maturity buckets?

  5. How would summarise your investment view as we move into the second half of 2020?