RBC BlueBay Insights
RBC BlueBay Insights
RBC BlueBay Asset Management
Unlocking markets: The emerging market reshuffle
15 minutes Posted Jul 25, 2023 at 9:00 am.
Intro
Emerging markets outperforming developed markets
Geopolitics
Emerging market rate hikes
EM local currencies
Play on commodity markets
Challenges and opportunities running a hedge fund
Influencing improvements in ESG
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Show notes

Polina Kurdyavko delves into a number of emerging market current topics discussing why emerging markets are outperforming developed markets, geopolitics and the difficulties of implementing ESG in EM.