Is it time to rethink where Emerging Markets Debt (EMD) fits in institutional portfolios? Hear why EMD’s deepening markets, shifting correlations, and risk-adjusted yields are reshaping its role, from niche satellite to core allocation. The conversation unpacks how higher oil prices, dollar cycles, and renewed market orthodoxy have made EMD more resilient than in past crises. 

Speakers: 

• Holger Siebrecht, Fixed Income Portfolio Manager and Investment Analyst, Capital Group
• Carl Shepherd, Fixed Income Portfolio Manager, LGPS Central
• Tom Davies, Head of Policyholder Investment Office, Standard Life