Emso Talks

Emso is an emerging markets fixed income asset manager, seeking to deliver superior risk-managed returns on fixed income investments in emerging markets. Emso's team combines decades of experience with a research-driven investment culture, analyzing the political, legal, economic, and technical aspects of investments to build portfolios for Emso's investors. The firm currently has approximately USD 5 billion under management across absolute return, liquid alternative, unconstrained long only, private credit, and customized strategies. Emso is employee-owned, with offices in London, Greenwich, and Miami, with approximately 75 employees.

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Emso Talks

Lula: Third Time’s the Charm

November 01, 2022 • Emso Asset Management

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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.