Emso Talks

Send us a textEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 9th episode of ‘Fika with Jens' for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

Send us a Text Message.EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast. Bret delves into Brazil's central bank's monetary policy, the fiscal situation, macroeconomic trends, and political dynamics. 

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 8th episode of ‘Fika with Jens' for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

This episode of Emso Talks delves into Mexico's upcoming presidential elections, central bank policies, the impact of nearshoring, and the dynamics of the Mexican peso. Bret Rosen, a senior economist and strategist for Latin America at Emso, shares insights from a recent trip to Mexico, analyzing political trends, economic strategies, and investment opportunities ahead of the June 2024 elections. 

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 7th episode of ‘Fika with Jens' for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 6th episode of ‘Fika with Jens' for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 5th episode of ‘Fika with Jens' for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 4th episode of ‘Fika with Jens' for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 3rd episode of ‘Fika with Jens' for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

EMSO TALKS: In this episode of Emso Talks, Emso's Head of Research, Patrick Esteruelas, recaps his takeaways from the recent International Monetary Fund (IMF) meetings which were held in Washington D.C. in mid-April. The IMF meetings have historically served as a good platform to assess the pulse of the market, and while the there was certainly less pessimism present than at the October 2022 meetings, there was a perceptible lack of conviction on the path ahead with mixed implications for EM.

EMSO TALKS: In this episode of Emso Talks, Latam Strategist and Economist, Bret Rosen, covers the impact that nearshoring is having on the Mexican economy as well as the recent and sharp increase in remittances and the upcoming election in 2024.

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 2nd episode of ‘Fika with Jens' for an update on the recent volatile market developments and insight on upcoming events that he is closely following. 

 EMSO TALKS: In this episode of Emso Talks, Emso's Chief Strategist, Ivailo Vesselinov, covers South Africa, which continues to be a key focus for many EM investors. Ivailo covers recent political events, including the recent ‘Phala Phala' scandal, updates regarding Eskom (South Africa's public utility company), as well as the outlook for the country. 

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.At Emso, we have a very diverse workforce, with many nationalities and languages represented. Join Jens Nystedt, Emso's Co-CIO and a Swedish native, for a new series called "Fika with Jens". In each episode, Jens will provide an overview of recent market developments and share his insights on upcoming events and situations he is closely following.

EMSO TALKS: In this episode of Emso Talks, Don Lucardi, Head of Investor Relations, sat down with Patrick Esteruelas, Head of Research, to discuss one of the biggest themes in EM for 2023: China's reopening and departure from its ‘zero Covid' restrictions. 

EMSO TALKS: In this episode, Bret Rosen, Emso's LATAM Economist and Strategist, talks through some of the key takeaways and observations from his recent trip to Brazil. 

EMSO TALKS: In part one of this episode of Emso Talks, Ivailo Vesselinov, Chief Strategist, speaks with Ben Sarano, Portfolio Manager, regarding the outlook for CEEMEA, focusing on Turkey, Poland, and South Africa. 

EMSO TALKS: In part two of this episode, Ivailo Vesselinov and Ben Sarano discuss the outlook for 2023 in Asia, focusing on China, Indonesia, and India as well as some potential risks for the global outlook. 

EMSO TALKS: In this episode, Emso's LATAM Strategist and Economist, Bret Rosen, sat down with Saad Khan, Portfolio Manager, to discuss the outlook for LATAM in 2023. Bret and Saad discuss major themes across the region, as well as country-specific conditions in Brazil, Colombia, Mexico, Chile, Peru, and Ecuador. 

EMSO TALKS: In the latest episode of Emso Talks, Jens Nystedt, Co-Deputy CIO, sat down with Patrick Esteruelas, Head of Research, to discuss his views for 2023 following a volatile and unprecedented year in 2022. 

EMSO TALKS: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, speaks with Bret Rosen, Senior LATAM Economist and Strategist, about the recent Brazilian election where former President, Luiz Inácio Lula da Silva, was re-elected to his third Presidential term on 30 October. Patrick and Bret discuss the details of the race as well as the ramifications for Brazil and its economy. 

EMSO TALKS: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, and Ivailo Vesselinov, Chief Strategist, share their thoughts and takeaways from the October 2022 IMF meetings, including broad macro views and country-specific takeaways.  

EMSO TALKS MID-YEAR OUTLOOK: In this episode of Emso Talks, Jens Nystedt, Co-Deputy CIO, sat down with Patrick Esteruelas, Head of Research, to review the key events that have influenced markets in the first half of 2022 and to discuss the outlook for the second half of the year. Patrick discusses the signposts that he will be looking for that might signal a more positive environment for emerging markets. 

Like many of his colleagues at Emso, Jens Nystedt, Co-Deputy CIO, has had a fascinating career path within emerging markets. Jens sat down with Emso's Deputy Head of Investor Relations, Marie-Helene McAndrew, to chat about how his curiosity for the developing world led him from Sweden to working for the Inter-American Development Bank in Washington D.C and ultimately, how he ended up at Emso. He even touches on when he first came to know Emso's CIO, Mark Franklin, back in the 1990s when they had a discussion over sovereign debt restructuring in Russia! 

EMSO TALKS IMF: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, and Ivailo Vesselinov, Chief Strategist, discuss some of their takeaways from the IMF Spring Meetings, which were recently held in Washington D.C. With a challenging and complex global backdrop, Patrick and Ivailo share their views on broader macro themes as well as how the current environment will affect emerging markets in the near and medium-term.  

EMSO TALKS CARBON EMISSIONS: In this episode of Emso Talks, Mark Quandt, Investor Relations, sat down with Joe Leadbetter and Shikeb Farooqui from Emso's Investment team to discuss themes from their white paper, ‘Another way of looking at a country's carbon footprint - a tale of Switzerland and South Africa'. On the back of the COP26 Conference, the debate regarding how to analyze carbon emissions continues, and in this podcast, the group covered various topics including how the metrics for calculating carbon emissions could be reconsidered and how that might change the narrative for both developing and emerging markets globally. 

EMSO TALKS EMSO: In this podcast, Emso's Head of Product Management, Heather Kennedy, talks to CIO and Founder, Mark Franklin, and CEO of The HALO Trust, James Cowan. The HALO Trust helps countries recover after conflict by clearing the landmines and other debris of war left behind and promoting responsible arms control. HALO works in partnership with the communities it serves, training and employing local men and women to make their countries safe; providing secure jobs where opportunities are often scarce. James gives background on HALO and the incredible work the charity does across the world, and Mark gives insight on why Emso has proudly supported the charity for several years. 

EMSO TALKS EMSO: After more than 40 years working in EM, Emso's CIO and Founder, Mark Franklin, has traveled the world (many times over) and has incredible perspectives and stories as a result. In this podcast, Mark sat down with Jens Nystedt, Senior Portfolio Manager, to reminisce about his career, starting from his days at Brown University (you'll never guess his original major) through to the early days of EM investing in the 1980s, and finally, how he started Emso. 

EMSO TALKS EM: After a particularly volatile 2021 in emerging markets, Emso's Senior Portfolio Manager, Jens Nystedt, sat down with Head of Research, Patrick Esteruelas, to chat about Emso's outlook for 2022. In this podcast, which was recorded on December 2nd, Jens and Patrick discussed the general outlook for global markets as well as the outlook by asset class. 

EMSO TALKS ESG: Following the recent release of Emso's paper, Progress Towards a Sovereign ESG 2.0 Framework - An Update, Jens Nystedt, Shikeb Farooqui, and Joe Leadbetter sat down to further discuss ESG including takeaways from the COP26 conference, Emso's ESG approach, and ESG engagement. 

EMSO TALKS MARKETS: In this episode of Emso Talks, Senior Portfolio Manager, Jens Nystedt, sat down with Founder and CIO, Mark Franklin, to discuss the differences in EM investing between the 1990s and today. Both Jens and Mark provide perspectives on how EM has evolved over time, the key differences between the 1990s and today, and why they feel investors sometimes have a bias against investing in EM. 

EMSO TALKS MARKETS: In Emso's first podcast, Emso's Head of Investor Relations, Don Lucardi, sat down Emso's Head of Research, Patrick Esteruelas, to discuss the latest updates on the Covid-19 pandemic and the effects on emerging markets.