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Podcast: InsuranceAUM.com
Episode: Episode 310: Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team
Description: In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Tim Gill, Portfolio Manager, and Juan Tavarez, Research Analyst, from Fidelity Investmentsâ High Income and Alternatives team to explore the evolving landscape of emerging market corporate debt. With decades of combined experience, Tim and Juan provide a deep dive into how they identify resilient, dollar-denominated credits in complex geographiesâand why a bottom-up, credit-focused approach is essential in todayâs environment.
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The conversation covers everything from navigating country-level macro risk and assessing restructurings, to uncovering âhidden castlesâ in misunderstood sectors. The duo emphasizes the value of sovereign overl...