EM Debt: How ESG & Economics Are Shaping the Outlook

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Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation. They explain why ESG factors are so critical to sustaining long-term growth and performance in these markets.

Episode Segments:

04:13 What's driven EMD markets so far this year

10:30 Analyzing the impact of the pandemic on EMs

16:33 Why economic growth may surprise to the upside

26:06 The role ESG factors play in sustainable growth

34:06 The ESG challenges that EMs present

37:59 Building process to solve ESG challenges

42:05 What to watch in the months & years ahead

IMPORTANT INFORMATION

Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses.

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