Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.
Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.
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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.
Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.
Chasing yield, the reflation trade and emerging market debt | Paul McNamara
Market Narratives
25 minutes
4 years ago
Chasing yield, the reflation trade and emerging market debt | Paul McNamara
In episode 117, Alex Proimos speaks with Paul McNamara, investment director at GAM.
This episode discusses the comparative risk between emerging markets and developed markets, particularly when the United States is experiencing an uptick in inflation and a stronger dollar. We talk about the impact of Europe and China on emerging markets. We compare the asset classes of emerging market debt to high yield debt in the developed markets. Finally, we discuss hedging and ESG on emerging market debt portfolios.
Market Narratives
Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.
Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.
