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Podcast: FICC Focus
Episode: Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens
Description: It’s back to the future in emerging-market debt, and creditors should look to the Cold War when analyzing geopolitical risk in global fixed-income portfolios. Michael Cirami, Managing Director at Artisan Partners and a portfolio manager for EMsights Capital Group, joins Bloomberg Intelligence Chief Emerging Markets Credit Strategist Damian Sassower to discuss his company’s approach to investing across the emerging and frontier debt markets. Cirami and Sassower assess the potential for alpha generation in EM fixed income, from off-benchmark positioning and idiosyncratic risk to shifting inflation dynamics and deteriorating growth expectations.