Investment Thinking Episode 25 - interview with Polina Kurdyavko of BlueBay
Update: 2020-09-10
Description
Polina is an experienced investor in Emerging Markets debt. There are important differences between investing in equities and bonds in EM that result in some surprising investment opportunities. In our interview, we cover: what makes a good fund manager; where next with China; and why Argentina is an interesting investment opportunity.
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