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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.
Episodes
35 episodes
Brazil: Dominated by Fiscal Issues
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.
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12:08
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Fika with Jens, episode 11
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 11th episode of ‘Fika with Jens’ for an ...
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13:09
Fika with Jens, episode 10
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,
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10:14
Fika with Jens, episode 9
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 9th episode of ‘Fika with Jens’ for an ...
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12:57
Emso Talks: Deep Dive into Brazil's Economic Landscape
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, t...
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12:55
Fika with Jens, episode 8
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 ...
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14:14
Insights on Mexico's Elections, Economic Policies, and Nearshoring
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, sh...
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14:18
Fika with Jens, episode 7
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 ...
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11:47
Fika with Jens, episode 6
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 ...
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12:32
Fika with Jens, episode 5
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 ...
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11:41
Fika with Jens, episode 4
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 u...
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11:07
Fika with Jens, episode 3
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 u...
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10:46
Post IMF Takeaways
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 histo...
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14:47
Update on Mexico
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...
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14:19
Fika with Jens, episode 2
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 u...
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11:09
South Africa: Rising to the Challenge
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’...
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12:34
Fika with Jens
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 lang...
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12:51
Will China Land its Triple Pivot?
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’ r...
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23:05
Notes from the Road: Brazil
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.
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13:44
2023 Outlook – LATAM
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-speci...
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21:23
2023 Outlook – Asia
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.
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25:48
2023 Outlook - CEEMEA
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.
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27:46
Outlook for 2023
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.
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33:13