EM sovereign credit: The winning game-changer for high yields
EM high yields and frontier markets are offering the best opportunities in the hard currency debt market. In our search for value across all EM sovereigns, we find that they should strongly benefit from the post-COVID recovery.
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Gabriel Sterne | Head of Global Strategy Services and EM Macro Research Gabriel delivers macro-economic products tailored for the financial markets, as Head of a team that integrates global strategy and EM macro views. Recently he has published most on populism, demographics and other drivers of low global yields, and the evolution of global fragilities as expansions mature. On the EM side he is a global expert on sovereign crisis and debt restructuring issues. |
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Regis Chatellier | Director of EM Strategy Regis is a senior strategist in charge of global emerging markets. He covers the sovereign hard currency debt, FX and local rates markets, combining top-down macro research with bottom-up/quant modelling approaches. Prior to joining Oxford Economics, Regis worked for more than 20 years in investment banks. He did his studies at Sciences Po. Paris (Economics & Finance) and he holds a Master’s degree in Economics from the University of Nantes.” |
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