Emso Talks

Send us Fan Mail EMSO TALKS MID-YEAR OUTLOOK: In this episode of Emso Talks, Jens Nystedt, Co-Deputy CIO, sat down with Patrick Esteruelas, Head of Research, to review the key events that have influenced markets in the first half of 2022 and to discuss the outlook for the second half of the year. Patrick discusses the signposts that he will be looking for that might signal a more positive environm...

Send us Fan Mail EMSO TALKS EMSO: Like many of his colleagues at Emso, Jens Nystedt, Co-Deputy CIO, has had a fascinating career path within emerging markets. Jens sat down with Emso’s Deputy Head of Investor Relations, Marie-Helene McAndrew, to chat about how his curiosity for the developing world led him from Sweden to working for the Inter-American Development Bank in Washington D.C and ultimat...

Send us Fan Mail EMSO TALKS IMF: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, and Ivailo Vesselinov, Chief Strategist, discuss some of their takeaways from the IMF Spring Meetings, which were recently held in Washington D.C. With a challenging and complex global backdrop, Patrick and Ivailo share their views on broader macro themes as well as how the current environment wil...

Send us Fan Mail EMSO TALKS CARBON EMISSIONS: In this episode of Emso Talks, Mark Quandt, Investor Relations, sat down with Joe Leadbetter and Shikeb Farooqui from Emso’s Investment team to discuss themes from their white paper, ‘Another way of looking at a country's carbon footprint - a tale of Switzerland and South Africa’. On the back of the COP26 Conference, the debate regarding how to an...

Send us Fan Mail EMSO TALKS EMSO: In this podcast, Emso’s Head of Product Management, Heather Kennedy, talks to CIO and Founder, Mark Franklin, and CEO of The HALO Trust, James Cowan. The HALO Trust helps countries recover after conflict by clearing the landmines and other debris of war left behind and promoting responsible arms control. HALO works in partnership with the communities it serves, tr...

Send us Fan Mail EMSO TALKS EMSO: After more than 40 years working in EM, Emso’s CIO and Founder, Mark Franklin, has traveled the world (many times over) and has incredible perspectives and stories as a result. In this podcast, Mark sat down with Jens Nystedt, Senior Portfolio Manager, to reminisce about his career, starting from his days at Brown University (you’ll never guess his original major)...

Send us Fan Mail EMSO TALKS EM: After a particularly volatile 2021 in emerging markets, Emso’s Senior Portfolio Manager, Jens Nystedt, sat down with Head of Research, Patrick Esteruelas, to chat about Emso’s outlook for 2022. In this podcast, which was recorded on December 2nd, Jens and Patrick discussed the general outlook for global markets as well as the outlook by asset class. 

Send us Fan Mail EMSO TALKS ESG: Following the recent release of Emso’s paper, Progress Towards a Sovereign ESG 2.0 Framework - An Update , Jens Nystedt, Shikeb Farooqui, and Joe Leadbetter sat down to further discuss ESG including takeaways from the COP26 conference, Emso’s ESG approach, and ESG engagement. 

Send us Fan Mail EMSO TALKS MARKETS: In this episode of Emso Talks, Senior Portfolio Manager, Jens Nystedt, sat down with Founder and CIO, Mark Franklin, to discuss the differences in EM investing between the 1990s and today. Both Jens and Mark provide perspectives on how EM has evolved over time, the key differences between the 1990s and today, and why they feel investors sometimes have a bias ag...

Send us Fan Mail EMSO TALKS MARKETS: In Emso’s first podcast, Emso’s Head of Investor Relations, Don Lucardi, sat down Emso’s Head of Research, Patrick Esteruelas, to discuss the latest updates on the Covid-19 pandemic and the effects on emerging markets.