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Artisan's Cirami Dusts Off The EM Cold War Playbook: EM Lens
Artisan's Cirami Dusts Off The EM Cold War Playbook
EM Lens
It's back to the future in emerging market debt, as creditors should look to the cold war period when analyzing geopolitical risk in global fixed income portfolios. Michael Cirami, Managing Director at Artisan Partners and portfolio manager for the EMsights Capital Group, joins BI Chief Emerging Market Fixed Income Strategist, Damian Sassower, to discuss his firm's approach to investing across the emerging and frontier debt markets. Cirami and Sassower assess the potential for alpha generation in EM fixed income, from off-benchmark positioning and idiosyncratic risk to shifting inflation dynamics and deteriorating growth expectations.
Mar 04, 2025