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Polina Kurdyavko - Navigating Emerging Markets

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Manage episode 476423554 series 3564957
Content provided by Vincent Weber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vincent Weber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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In this episode of Resonanz Spotlight, Vincent sits down with Polina Kurdyavko, Head of Emerging Markets Desk and Senior Portfolio Manager at RBC BlueBay, to unpack one of the most misunderstood—and mispriced—asset classes in global investing: emerging market fixed income.

Polina shares her deeply personal and professional journey, starting from the aftermath of the 1998 Russian financial crisis to managing some of the most prominent EM credit portfolios today. With insights forged from two decades of crisis-tested investing, she discusses how volatility can become an opportunity and why fundamentals always matter more than the latest headline.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 476423554 series 3564957
Content provided by Vincent Weber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vincent Weber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

In this episode of Resonanz Spotlight, Vincent sits down with Polina Kurdyavko, Head of Emerging Markets Desk and Senior Portfolio Manager at RBC BlueBay, to unpack one of the most misunderstood—and mispriced—asset classes in global investing: emerging market fixed income.

Polina shares her deeply personal and professional journey, starting from the aftermath of the 1998 Russian financial crisis to managing some of the most prominent EM credit portfolios today. With insights forged from two decades of crisis-tested investing, she discusses how volatility can become an opportunity and why fundamentals always matter more than the latest headline.

  continue reading

18 episodes

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