Pockets of value in frontier markets
Based on our recently released report, we will talk about value traps and good individual stories in the high-yield space. We will focus on our asset views on Kenya, Pakistan, Egypt and Sri Lanka, discussing how the external outlook and debt sustainability metrics feed into bond prices.
Gabriel Sterne
Head of Global Emerging Markets
Private: Gabriel Sterne
Head of Global Emerging Markets
London, United Kingdom
Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views. In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.
Sergi Lanau
Director of Global Emerging Markets Strategy
Sergi Lanau
Director of Global Emerging Markets Strategy
London, United Kingdom
Sergi’s research focuses on emerging and frontier markets. He joined Oxford Economics in 2023. He previously worked on emerging markets and the eurozone at the Institute of International Finance and IMF. He began his career at the Bank of England.
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