Emerging Market Debt with M&G19 . 07 . 2019
In this week’s Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Claudia Calich, the lead manager on the M&G Emerging Market Debt fund. The conversation is split into 2 parts with the first section covering the major macro talking points including: the dollar, Trump, Trade wars and Chinese stimulus. In the second part of the conversation we turn to more country specific topics and where Claudia sees the best investment opportunities.