Polina Kurdyavko - Navigating Emerging Markets
Update: 2025-04-11
Description
In this episode of Resonanz Spotlight, Vincent sits down with Polina Kurdyavko, Head of Emerging Markets Desk and Senior Portfolio Manager at RBC BlueBay, to unpack one of the most misunderstood—and mispriced—asset classes in global investing: emerging market fixed income.
Polina shares her deeply personal and professional journey, starting from the aftermath of the 1998 Russian financial crisis to managing some of the most prominent EM credit portfolios today. With insights forged from two decades of crisis-tested investing, she discusses how volatility can become an opportunity and why fundamentals always matter more than the latest headline.
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