Emso Talks - podcast cover

Emso Talks

Emso Asset Managementwww.emso.com
Emso is an emerging markets fixed income asset manager, seeking to deliver superior risk-managed returns on fixed income investments in emerging markets. Emso's team combines decades of experience with a research-driven investment culture, analyzing the political, legal, economic, and technical aspects of investments to build portfolios for Emso's investors. The firm currently has approximately USD 5 billion under management across absolute return, liquid alternative, unconstrained long only, private credit, and customized strategies. Emso is employee-owned, with offices in London, Greenwich, and Miami, with approximately 75 employees.
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Episodes

Team Spotlight: Mark Franklin

Send us a text EMSO TALKS EMSO: After more than 40 years working in EM, Emso’s CIO and Founder, Mark Franklin, has traveled the world (many times over) and has incredible perspectives and stories as a result. In this podcast, Mark sat down with Jens Nystedt, Senior Portfolio Manager, to reminisce about his career, starting from his days at Brown University (you’ll never guess his original major) through to the early days of EM investing in the 1980s, and finally, how he started Emso....

Dec 16, 202153 min

EM Outlook for 2022

Send us a text EMSO TALKS EM: After a particularly volatile 2021 in emerging markets, Emso’s Senior Portfolio Manager, Jens Nystedt, sat down with Head of Research, Patrick Esteruelas, to chat about Emso’s outlook for 2022. In this podcast, which was recorded on December 2nd, Jens and Patrick discussed the general outlook for global markets as well as the outlook by asset class.

Dec 09, 202135 min

What ESG 2.0 and COP26 mean for EM ESG investors

Send us a text EMSO TALKS ESG: Following the recent release of Emso’s paper, Progress Towards a Sovereign ESG 2.0 Framework - An Update , Jens Nystedt, Shikeb Farooqui, and Joe Leadbetter sat down to further discuss ESG including takeaways from the COP26 conference, Emso’s ESG approach, and ESG engagement.

Dec 03, 202132 min

Now That’s What I Call EM Investing! 1990s vs. Today

Send us a text EMSO TALKS MARKETS: In this episode of Emso Talks, Senior Portfolio Manager, Jens Nystedt, sat down with Founder and CIO, Mark Franklin, to discuss the differences in EM investing between the 1990s and today. Both Jens and Mark provide perspectives on how EM has evolved over time, the key differences between the 1990s and today, and why they feel investors sometimes have a bias against investing in EM....

Nov 19, 202136 minSeason 1Ep. 2

Mano a mano with the virus

Send us a text EMSO TALKS MARKETS: In Emso’s first podcast, Emso’s Head of Investor Relations, Don Lucardi, sat down Emso’s Head of Research, Patrick Esteruelas, to discuss the latest updates on the Covid-19 pandemic and the effects on emerging markets.

Oct 07, 202118 minSeason 1Ep. 1
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