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محتوای ارائه شده توسط PGIM. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط PGIM یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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...Let’s Talk Emerging Market Trends with Mariusz Banasiak

20:53
 
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Manage episode 451081301 series 3592846
محتوای ارائه شده توسط PGIM. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط PGIM یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Mariusz Banasiak, CFA, a Managing Director and Head of Local Currency Rates and FX for PGIM Fixed Income’s Emerging Markets Debt Team discusses the opportunities and challenges of this rapidly changing field.

Emerging market debt is highly volatile, influenced by macroeconomic, geopolitical, and local currency factors. This creates both significant risk and potential reward. Keshav and Mariusz discuss the factors that influence investments in this multifaceted debt class and forecast potential opportunities and challenges.

Subscribe to Speaking of Alternatives on your favourite podcast platform.

Key Takeaways:

  • Experts Maximise the Potential of Emerging Market Debt Volatility. [3:11]
  • Opportunities and Challenges of Emerging Market Debt. [4:49]
  • Positive Structural Trends in Emerging Markets [9:24]
  • Managing Risks in Geopolitics and the aftereffects of the 2024 Presidential Election. [11:50]
  • How Will the U.S. Dollar Affect Currencies in Emerging Markets and Japan? [13:22]

*The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice.

Find Out More About Alternative Investing:

Shareables:

“Tension between China and the U.S. is a major theme. It’s been driving certain segments of EM debt for years and will continue to do so. This is seen as a risk but it shouldn’t scare people away.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #alternativeinvesting #PGIMalts

“EM Central Banks cutting cycles are likely to gain momentum because inflation is well behaved.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMPodcasts #alternativeinvesting

“We see very little risk of a renewed default cycle in Emerging Markets.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMalts #institutionalinvesting

“EM share of the global GDP pie continues to grow as these economies become more diversified.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMalts #investing

  continue reading

9 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 451081301 series 3592846
محتوای ارائه شده توسط PGIM. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط PGIM یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Mariusz Banasiak, CFA, a Managing Director and Head of Local Currency Rates and FX for PGIM Fixed Income’s Emerging Markets Debt Team discusses the opportunities and challenges of this rapidly changing field.

Emerging market debt is highly volatile, influenced by macroeconomic, geopolitical, and local currency factors. This creates both significant risk and potential reward. Keshav and Mariusz discuss the factors that influence investments in this multifaceted debt class and forecast potential opportunities and challenges.

Subscribe to Speaking of Alternatives on your favourite podcast platform.

Key Takeaways:

  • Experts Maximise the Potential of Emerging Market Debt Volatility. [3:11]
  • Opportunities and Challenges of Emerging Market Debt. [4:49]
  • Positive Structural Trends in Emerging Markets [9:24]
  • Managing Risks in Geopolitics and the aftereffects of the 2024 Presidential Election. [11:50]
  • How Will the U.S. Dollar Affect Currencies in Emerging Markets and Japan? [13:22]

*The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice.

Find Out More About Alternative Investing:

Shareables:

“Tension between China and the U.S. is a major theme. It’s been driving certain segments of EM debt for years and will continue to do so. This is seen as a risk but it shouldn’t scare people away.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #alternativeinvesting #PGIMalts

“EM Central Banks cutting cycles are likely to gain momentum because inflation is well behaved.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMPodcasts #alternativeinvesting

“We see very little risk of a renewed default cycle in Emerging Markets.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMalts #institutionalinvesting

“EM share of the global GDP pie continues to grow as these economies become more diversified.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMalts #investing

  continue reading

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