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‘No longer unipolar’: Investing in emerging market debt in a fast changing world
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Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy Hepworth, who manages a host of local and hard currency EMD funds for PGIM Fixed Income, dropped in to speak to Citywire Selector news editor Ian Heath about the key trends to watch for at this time.
Topics discussed included what role emerging markets will play in a world that is rewiring itself, whether disinflation is happening as quickly as expected and where investment opportunities lie in the year ahead.
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