An Emerging Markets takeover week

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Alan Wilson, Portfolio Manager, discuss the macroeconomic themes impacting emerging markets. They analyze recent market volatility driven by tech sell-offs, fears of a hard landing in the US, and the Japanese Yen's carry trade washout. Despite challenges, emerging markets have shown resilience with strong performances in local and hard currency bonds, as well as foreign exchange. The episode also previews key events in the week ahead, including Brazil's inflation print, Hungary's central bank meeting, and inflation data from South Africa and Central and Eastern Europe. They also touch on the anticipated impact of the Jackson Hole symposium on financial markets. 00:00 Introduction and Host Introduction00:49 Emerging Markets Overview02:58 Jackson Hole Symposium Impact04:45 Upcoming Week in Emerging MarketsThe opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.