Opportunities In Emerging Market Debt
Mr. Bauder will share a top down macro economic overview on Emerging Markets (EM) and share his expert insights Post COVID-19. He will also share stories and examples from his over 20 years of experience investing in Emerging Market (EM) debt. After discussing his top down macro view, he will share his bottom up analysis on opportunities and risks associated with investing in EM debt today. His focus today is classified as Global Bonds and his portfolio of debt securities consists of both corporates and sovereign issues originated in the following countries: China, Russia, Brazil, Mexico & other non developed countries.
- Macro Economic Overview of EM debt with focus on risks & opportunities
- Using bottom up analysis to express the best risk adjusted returns
- Safest path to higher yields in EM debt
- The countries & corporates with the highest risk adjusted returns
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Speakers
About
Clarion is a specialized asset manager with a focus on global fixed income. The firm was born from with over 20 years of management´s experience with fixed income, leveraged on a lifetime developing global relationships in the emerging world. We have launched the Clarion Global Emerging Markets Bond Fund in congruence with our origins, networks and expertise to capitalize on opportunities in the international debt markets.