Opportunities abound for active bond investors
Global policy uncertainty and the changing contours of globalization create fertile ground for active emerging and frontier market bond investors
Authors
Dan Keeler is founder and editor-in-chief at Frontier Markets News and the founder and host of FMN’s podcast. Prior to founding FMN, Dan was Editor, Frontier Markets at the Wall Street Journal.
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José manages a $3.5 billion global portfolio as Chief Investment Officer at Rimac Seguros in Peru.
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Ken Stibler is lead analyst at the Center for Emerging Economies and regular contributor covering Latin America, Europe, and global macro.
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Charlie Robertson is head of macro strategy at FIM Partners and an expert on exchange rates, debt and equities in emerging markets.
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Founder and Managing Director of frontier markets focused fund manager, Frontaura Capital.
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Witold Bahrke is a senior macro & allocation strategist at impact-focused EM and FM debt investment fund manager, Global Evolution.
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Daniel Lansberg-Rodriguez is Aurora Macro's co-founder and managing director. He heads the firm’s Geopolitics, Risk, and Strategy practice and is an adjunct professor at Northwestern Kellogg.
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Thea Jamison is managing director of emerging and frontier market fund manager CHANGE Global Investment.
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