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To discuss whether the recent performance in emerging market debt is justified by fundamentals, our guest this week is Matthew Ryan. Matt has more than 22 years’ experience as a portfolio manager at MFS Investment Management.
In this weeks episode of the Parkview Podcast we take a look at the world of sovereign advisory. To walk us through this topic, our guest this week is Jill Dauchy, who has acted as a trusted advisor to more than a dozen countries in Europe, Asia, Africa, and Latin America.
We discuss:
- The role of a sovereign advisor and what a typical debt restructuring looks like.
- The Debt Service Suspension Initiative (DSSI).
- China's role as a creditor to emerging markets.
In stark contrast to much of the rest of the world, China’s economy has recovered remarkably well from Covid-19. Driven by a public and household sector debt fueled surge in spending, the country is on track to end 2020 with positive economic growth. But is this growth sustainable? To answer this question and to discuss opportunities for investors, our guest this week is Alicia García-Herrero.
We discuss: