Polina Kurdyavko joins us on the BlueBay Insights podcast to share her perspectives on Emerging Markets.
We asked Polina:
- 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?
- Considering the unfortunate circumstances surrounding the Beirut port explosion, how do you evaluate governance risk within the investment process?
- 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?
- 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?