Professional investors face a world of challenges, from managing risk to identifying macro trends and alpha opportunities. Hosted by Sandy Rattray, Chief Investment Officer at Man Group, these are the problems and solutions at the top of his – and your – agenda.
All content for The CIO Agenda is the property of Man Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Professional investors face a world of challenges, from managing risk to identifying macro trends and alpha opportunities. Hosted by Sandy Rattray, Chief Investment Officer at Man Group, these are the problems and solutions at the top of his – and your – agenda.
As the successful rollouts of effective Covid-19 vaccines have rekindled investor optimism, emerging markets have seen a comeback in recent months.
We believe that it is prudent to remain cautious on emerging markets for five reasons: overall debt burdens; Chinese credit impulse; deteriorating conditions across the largest developed markets; a lack of catalysts for EM currency appreciation versus the US dollar; and positioning.
Lisa Chua, Portfolio Manager, join Sandy Rattray and The CIO Agenda to discuss what lies ahead for emerging-market debt.
Important information
The CIO Agenda
Professional investors face a world of challenges, from managing risk to identifying macro trends and alpha opportunities. Hosted by Sandy Rattray, Chief Investment Officer at Man Group, these are the problems and solutions at the top of his – and your – agenda.
