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Events and Webinars

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Webinar
No shelter from the external storm for Central and Eastern Europe

with Tomas Dvorak and Mateusz Urban | Online | April 14, 2025

CEE economies are currently showing solid growth momentum, but it is almost entirely domestically driven. Meanwhile, the external backdrop is becoming ever murkier. US tariffs and trade policy uncertainty are the most immediate concern. But German industrial underperformance, Chinese manufacturing overcapacity and growing competition, and the potential implications of a Russia-Ukraine ceasefire all weigh on the region. In this EM webinar, we will explore how these external forces are shaping the CEE’s economic and strategy outlook.

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Webinar
Pockets of value in frontier markets

with Gabriel Sterne and Sergi Lanau | Online | May 31, 2023

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.

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