Perfect holiday reading! Let us know what you think as it is time to revisit the investment case for EM fixed income and what can be done better. Happy holidays! #emergingmarkets #em #brics
After three decades of constructive growth and institutional convergence narratives, we believe that it is time to revisit the investment case for Emerging Markets. Jens Nystedt and Patrick Esteruelas cover the investment case, opportunity set, and our views on how to more effectively invest in Emerging Markets Fixed Income. Follow the link below for their insights. #Emso #emergingmarkets #alternativeinvestments #hedgefunds #assetmanagement #investmentmanagement #fixedincome #privatecredit https://lnkd.in/eNZ945AR
Richard Yetsenga
10mo
You need to get out more Jens.
Are the compared total returns all on a USD in/out basis?