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#84 - Carl Ross: EM Debt, Global Shifts, Opportunities
Автор: Insightful Investor
Загружено: 2025-08-19
Просмотров: 207
Описание:
Dr. Carl Ross, partner and lead researcher for Emerging Country Debt at GMO, brings decades of expertise in sovereign credit across emerging markets. He shares his perspectives on the evolution, risks, opportunities, and outlook for EM debt, diving into credit cycles, valuations, and why he sees EM local debt as a once-in-a-generation opportunity for investors.
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