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Podcast - Emerging Insights - Global Evolution

Emerging Insights

Emerging Insights is Global Evolution’s monthly podcast discussing themes and events shaping the rich and exciting universe of emerging market countries


This podcast is for informational purposes only and should not be interpreted as an offer to sell, or a solicitation or recommendation of an offer to buy any security, product or service, or retain Global Evolution for investment advisory services. This discussion may include predictions, estimates, or other information that might be considered forward-looking. While this content represents our current judgment on what the future may hold, it is not a guarantee and the investment market is subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not to place undue reliance on the content of this podcast, which reflects our opinions only as of the date of this presentation. Nothing contained herein is meant to be investment advice.

NOTE: There will be significant differences between a client portfolio’s investments and the index Indices may or may not reflect the reinvestment of dividends interest or capital gains and the indices are not subject to any of the incentive allocation, management fees or expenses to which a client portfolio may be subject It should not be assumed that the client portfolio will invest in any specific securities that comprise the index, nor should it be understood to mean that there is a correlation between a client portfolio’s returns and the indices Nor can one assume that correlations to the indices based on historical returns will persist in the future The Index is included for informational purposes only.

©2023 Global Evolution. This podcast and the software described within are copyrighted with all rights reserved. No part of this podcast may be distributed, reproduced, transcribed, transmitted, stored in an electronic retrieval system, or translated into any language in any form by any means without the prior written permission of Global Evolution. Global Evolution does not make any warranties, express or implied, in this podcast. In no event shall Global Evolution be liable for damages of any kind arising out of the use of this podcast or the information contained within it. This podcast is not intended to be complete, and we do not guarantee its accuracy. Any opinion expressed in this podcast is subject to change at any time without notice.

Emerging Insights – ESG Insight: Overcoming the Sovereign Income Bias

In this episode we speak about ESG income bias and the importance of evaluating countries’ ESG performance in a fair context. October 2023. Click for Transcript

Emerging Insights – Mid-Year Update

In this episode, we reflect on the year so far and discuss bright spots in emerging market debt given the current macro environment. August 2023. Click for Transcript

Emerging Insights – Enhancing Portfolio Performance with EMD

In this fifth episode of our podcast Emerging Insights, we give our view of the benefits of an EMD allocation in a traditional 60/40 portfolio based on an analysis run on historical EMD performance from March 2003 through March of this year. August 2023. Click for Transcript

Emerging Insights – EM Sovereign Bonds vs U.S. High Yield

In this fourth episode of our podcast Emerging Insights, we look at emerging market sovereign bonds against US corporate high yield. May 2023. Click for Transcript

Emerging Insights – Outlook 2023 Part 2

In this third episode of our podcast Emerging Insights, we discuss economic conditions in the US and Europe, the prospects of a weaker dollar, and what it all means for emerging markets debt. January 2023. Click for Transcript

Emerging Insights – Outlook 2023 Part 1

In this second episode of our podcast Emerging Insights, we focus on specific geographic regions and events we think will shape the emerging markets investment landscape in 2023. December 2022.
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Emerging Insights – Episode 1

In this first episode of our podcast Emerging Insights, we cover current spreads, inflation, and recent events in Brazil and China. November 2022. Click for Transcript