Carlos de Sousa | Source | Portfolio Manager. EM Debt Strategist at Vontobel Asset Management
Carlos de Sousa
As an EM Strategist and Portfolio Manager, Carlos supports the asset allocation process of the Emerging Markets Debt hard currency fund by providing top down country-specific views based on in depth macro and political analysis, as well as on sovereign risk and bond valuation models. He also works on client engagement and communication through publications and direct client contact.
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Vontobel Asset Management
Portfolio Manager. EM Debt Strategist
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Pakistan and Argentina bonds' surge belies bigger reform hurdles
Investors have piled back into bonds in Pakistan and Argentina following cash infusions and optimism over multilateral support, but the two nations have secured only enough help to limp to autumn elections, experts said.
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There are debt opportunities throughout Latin America, if you know where to look for them. Some countries have good fundamentals, while others are highly indebted, and there are both hard-currency debt and local currency securities to consider.
