The Emerging Markets sector has not been immune to today's market challenges. Between the pandemic and the Russia-Ukraine war, factors such as the cost of living and food inflation have caused an adverse impact on sovereign balance sheets. As a result, many of these countries have failed to meet external liabilities, inciting a wave of sovereign debt default. So what's next for this asset class? On this episode of Disruptive Forces, Anu Rajakumar speaks with Kaan Nazli, Senior Economist and Portfolio Manager on our Emerging Market Debt team to provide his perspectives on recent market events as it relates to the sector, and opportunities created by the macrodynamic shifts in today's developing markets.
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