The Emerging Markets Podcast by Tellimer

Maria-Jose Alvarez , Head of Client Success at Tellimer , joins Tellimer Founder and CEO Duncan Wales to review an extraordinary first half of 2026 for emerging markets, and look ahead to the second. Drawing on Maria-Jose's work with Tellimer's analysts and international clients, the conversation examines the US and Israeli strikes on Iran, the closure of the Strait of Hormuz and the infla...

Dr Mohamad Al-Ississ , Macro and Geopolitical Strategist and former Finance Minister of Jordan, joins Tellimer Founder and CEO Duncan Wales to examine how a new era of geopolitical fragmentation is fundamentally reshaping the calculus for emerging market investors, sovereigns and corporations. Drawing on Mohamad's decade of leading Jordan's fiscal and economic policy, and his subsequent work advis...

Alaa Bushehri , Head of Emerging Market Debt at BNP Paribas Asset Management , joins Tellimer Founder and CEO Duncan Wales to examine why investors in emerging markets remain invested through successive waves of global volatility. Drawing on Alaa's more than two decades with the BNP Paribas Group, the conversation examines how improved asset class fundamentals, stronger central bank credibilit...

Mike Gush , Partner at Baillie Gifford , joins Tellimer Founder and CEO Duncan Wales to examine why the investment case for emerging markets has fundamentally shifted. Drawing on Mike's two decades managing emerging market equities at Baillie Gifford, the conversation examines how the asset class has matured beyond its reputation for volatility, with stronger fiscal foundations and a new generatio...

Frederique Dahan , Director of the Development and Public Finance Programme and Principal Research Fellow at ODI Global , joins Tellimer Founder and CEO Duncan Wales to discuss the evolving role of development finance in mobilising private capital for emerging markets and developing economies. Drawing on Frederique's two decades at the European Bank for Reconstruction and Development and her r...

Natalie Chiaramonte , President of Sovereign Risk Insurance , joins Tellimer Founder & CEO Duncan Wales to discuss how political risk insurance functions as a critical enabler of long-term investment and lending in emerging markets. Drawing on Natalie's expertise in sovereign credit and trade finance, the conversation examines how underwriters assess sovereign creditworthiness beyond the n...

Phoenix Kalen , Global Head of Emerging Markets Research at Societe Generale Corporate and Investment Banking , joins Tellimer Founder & CEO, Duncan Wales , to discuss the investment implications of the US and Israeli attacks on Iran and what the conflict means for emerging markets across the short and long term. Drawing on Phoenix's deep expertise in sovereign debt, credit, and EM strateg...

Hasnain Malik⁠ , Head of Investment Strategy at ⁠ Tellimer⁠ , joins ⁠Tellimer⁠ Founder & CEO, ⁠ Duncan Wales ⁠, to discuss the rapidly escalating conflict between the US, Israel, and Iran, and the potential consequences for global markets. Drawing on Hasnain’s three decades of experience in MENA and analysing geopolitics and emerging market investment strategy, the conversation explores whethe...

Dr. Lupin Rahman , leading sovereign debt expert and author of The Sovereign Debt Investor , joins Tellimer Founder & CEO Duncan Wales to discuss why sovereign credit risk is no longer confined to emerging markets, and how the EM playbook is increasingly shaping global fixed income. Drawing on Lupin's experience at PIMCO, the IMF, and the World Bank, the conversation explores how rising de...

Tanner Taddeo , CEO and co-founder of Stable Sea , joins Tellimer CEO, Duncan Wales , to discuss how stablecoins are moving from the crypto periphery into the core infrastructure of global payments. Drawing on Tanner’s background across humanitarian finance, investment banking and enterprise fintech, the conversation explores how stablecoins help businesses hedge currency volatility, bypass USD li...

Maria Jose Alvarez , Client Success Manager at Tellimer , joins CEO Duncan Wales for a special year-in-review episode, revisiting what the team got right — and less right — in their 2025 emerging markets outlook. They unpack the impact of Trump’s second term and “Liberation Day” tariffs, the weaker US dollar and its outsized boost to EM local debt, hard currency bonds and equities, and why frontie...

In this episode, Dominic Bokor-Ingram , Senior Portfolio Manager at Fiera Capital , joins Tellimer CEO, Duncan Wales , to dive deep into the forces shaping emerging markets today. Dominic and Duncan examine Saudi Arabia’s rapid evolution into an IPO powerhouse and why saturation may now be weighing on valuations. Dominic shares insights on Central Asia’s double-edged impact from the Russia-Ukraine...

Eric Fine , Portfolio Manager and Head of Active Emerging Market Debt at VanEck , joins Tellimer CEO Duncan Wales to unpack how emerging markets have evolved from cyclical shock-takers to structural beneficiaries in a world where fiscal dominance is increasingly a developed-market issue. The conversation dives into the transformation of EM policy credibility, the rise of local-currency markets, an...

Esther Law , Senior Portfolio Manager and Emerging Markets Sovereign Lead at Amundi , sits down with Tellimer CEO Duncan Wales to examine how emerging markets are building resilience through sustainable debt. Their discussion covers the evolving role of blended finance and multilateral development banks, the outlook for green and blue bond issuance, and the balance between local and hard-currency...

Duncan Wales ⁠, ⁠Tellimer ⁠'s CEO, and his capital markets expert guest, ⁠Majd Nuri Shafiq ,⁠ assess the investment case for the Middle East. They discuss the growing role of local debt markets, the potential for regional stock markets, the rise of Sukuk issuance and Islamic finance, and how post-conflict reconstruction across Gaza, Syria, and Lebanon could spark a new wave of regional growth....

In this episode, ⁠ Nick Rohatyn ⁠ – Founder & CEO of The Rohatyn Group⁠ – speaks with ⁠ Duncan Wales ⁠, CEO of ⁠ Tellimer ⁠, about the opportunities for EM in investment diversification. They unpack how shifting global politics and macro trends are pushing allocators beyond a U.S.-heavy stance, why EM now calls for a multi-asset approach to investing (spanning local and hard-currency debt, equ...

In this episode, Duncan Wales – the CEO of Tellimer – speaks with Dennis Shen , Chair of the Macro Economic Council and Lead Global Economist of Scope Group , concerning the future of Ukraine. They unpack the state of Russia-Ukraine negotiations following the Alaska Summit, the significant role security guarantees must play in any just settlement, and the IMF financing of the nation as well as out...

Duncan Wales , CEO of Tellimer , and Hasnain Malik , Head of Equity Strategy at Tellimer , unpack what’s really changed for emerging and frontier markets after a turbulent start to 2025. They explore where the best opportunities lie in large and small EM/FM markets, the fate of the low-cost manufacturing model amid trade tensions, the market impact of ongoing conflicts, and whether Big Tech’s domi...

In this episode, host Duncan Wales , Tellimer⁠ CEO, sits down with Alaa Bushehri , Head of Emerging Market Debt at BNP Paribas Asset Management. They unpack the recent resurgence in emerging markets, delve into the impact of U.S. treasury yields and trade policy, the rise of local currency debt, the opportunities in China, and explore how seasoned investment frameworks can deliver Alpha in volatil...

Manulife Investment Management Managing Director and Portfolio Manager, Elina Theodorakopoulou , joins Tellimer CEO, Duncan Wales , as they have an engaging conversation about the overall landscape of emerging markets debt (EMD). Despite the uncertainty and volatility, emerging markets resilience and performance have been astonishing, highlighting the depth and breadth of the asset class. As we em...

Join Tellimer CEO, Duncan Wales, and StoneX Head of Trading EMEA - Payments FX, David Willacy, as they discuss some of the best performing currencies across Emerging Markets and what it means for investors and businesses. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠her...

Join Tellimer's Rizwan Mahmood and Henry Burdon alongside Aegon AM's Alan Buss as they discuss their key takeaways from the IMF Spring Meetings 2025. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Emerging Markets Podcast dives into a range of topics in t...

Rachel Ziemba, Founder of Ziemba Insights, and Tellimer CEO and Founder, Duncan Wales, discuss the current situation in Ukraine and what the impacts of potential Trump tariffs on Emerging Markets. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Emerging Ma...

Hasnain Malik, Tellimer Head of Emerging Markets Equity Strategy, and Harris Irfan, CEO of Cordoba Capital Markets, discuss the potentially foundational changes in standards underway in the global Islamic bond, or sukuk, market. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠ – your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠he...

Join index innovator and EMQQ Founder Kevin T. Carter and Tellimer CEO Duncan Wales as they explore the rise of equities indices in Emerging Markets and the rise of a digital India. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠ – your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠ The Emerging Markets Podcast dives int...