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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. After prolonged negotiations between the Argentine government and major bond holder groups, there seemed to be a swift end to restructuring talks. Firstly, were you surprised by the eventual agreement and secondly, what are the broader implications for the country?

  2. Considering the unfortunate circumstances surrounding the Beirut port explosion, how do you evaluate governance risk within the investment process?

  3. Staying in the same region, some investors have perceived the recent bout of Turkish lira weakness as a sign that Turkey appears to be on the brink of another Balance of Payments crisis. How is the current landscape different to August 2018 when USD/TRY first went above 7?

  4. Turning to technicals; flows into Emerging Market-dedicated bond funds have remained positive over the last few months, while EM-dedicated equity funds continue to see outflows. Do you expect this trend to continue?