As we look towards the rest of 2023, on the back of high volatility, there are several themes that point to a positive outlook. Through a combination of tailwinds, albeit balanced by some potential risks, geopolitics could surprise to the upside and have a positive impact on investors’ risk appetite. Meanwhile, central bank policy orthodoxy and the improvements of current account and fiscal balances could also start to provide support for emerging markets.
Please join us for episode three of the webinar series on June 21, 2023 at 11am ET with Polina Kurdyavko, Head of Emerging Markets, BlueBay Fixed Income Team, who brings twenty-five years of emerging markets investing experience. Polina will provide insight on opportunities within emerging market debt against the current state of the geopolitical backdrop.