Portfolio Manager Perspectives & Positioning in an Inflationary Environment: EM Lens - podcast episode cover

Portfolio Manager Perspectives & Positioning in an Inflationary Environment: EM Lens

Jul 01, 20221 hr 4 min
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Episode description

SPECIAL EPISODE | After nearly four decades of dormant inflation, EM economies must now contend with rising price pressures and the possibility that they may take longer to dissipate than initially anticipated. What is the impact of higher interest rates on market structure and liquidity? Is a more persistent inflationary impulse causing creditors to adjust their investment timelines? Join industry experts from Pimco, Lazard, Cerberus, Itau and Swiss Re as we explore the key trends that are reshaping the global investment landscape.

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