In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Debt at LGT Capital Partners. We discuss how rising geopolitical tensions, shifting industrial policies and growing fiscal pressures are reshaping the global investment landscape – and why this environment may favor emerging and frontier market sovereign debt. From strong real yields to improving fundamentals and the coming introduction of a frontier market benchmark, the conversation explores where investors can find value and diversification in a changing world.
