EM debt performance and the impact of US rate repricing, global geopolitics and more with Rizwan Mahmood and Ella Ryan

Rizwan Mahmood, Head of Sales at Tellimer, breaks down emerging and frontier market debt performance this year, alongside the podcasts executive producer Ella Ryan. Riz delves into the number behind spread and price terms, and discusses how the repricing of the US curve has impacted EM/FM assets. During this flash podcast, he also gives a high-level overview of most critical developments in geopolitics so far in 2024 including the continuing tension in the Middle East. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. Check out the full Tellimer offering here. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.