WEDNESDAY, MARCH 11TH, 2020: DAY TWO – EMERGING MARKET SELECTION AND OUTLOOK
Wednesday, March 11th, 2020
There are important lessons to be found through gauging the risks and rewards of EM corporates compared to sovereigns and U.S. high yield. The EM corporate external bond market is now over $2 trillion U.S. yet still gets overlooked. What are the reasons for this?
•Keep up with the latest developments with AMLO and Pemex
•Evaluate the outlook for Argentina
•Understand the asset class, from internal team dynamics to how indices are defined
•Compare the liquidity of various asset classes and default rates