Episodes
24
Latest episode
Jul 2026
Language
EN
Aberdeen provides a review of the latest quarter outlook for the respective asset class.
From improving fundamentals to expanding private credit opportunities, hear where Aberdeen is finding value across an increasingly selective emerging market debt landscape.
Technology leaders powered a strong quarter, but opportunities remain far broader. Tune in as we explore AI-driven growth, valuation risks, and where investors may find value across emerging markets.
Geopolitical risk, shifting returns, and where investors are finding opportunity across emerging market equities.
Geopolitical stress meets improving fundamentals – listen as our in-house emerging market debt experts unpack what today’s fractures mean for markets, valuations, and opportunity.
Stronger fundamentals and cooling inflation fueled a breakout year for emerging market fixed income – a topic Paul Mohr and Anthony Simmond explore as they discuss key drivers and the opportunities ahead.
Our equities expert Devan Kaloo joins Host Tom Harvey to discuss what drove emerging markets’ strong year and the key risks for investors in 2026.
In this latest episode, we explore the powerful forces shaping emerging market debt – from accelerating momentum and Argentina’s political shake-up to macro shifts driving investor flows.
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.
Discussing how emerging market debt weathered global volatility, capitalized on dollar weakness, and attracted renewed investor interest in Q2, along with insights on where the opportunities may lie in the months ahead.
Tune in to hear Devan and Tom unpack a surprisingly strong second quarter before delving into why they remain cautiously optimistic in emerging market equities for the rest of 2025.
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Valerie Hail
Mediaite
PodcastOne
Russ Mathews
