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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
In this episode of the InsuranceAUM.com podcast, host Stewart Foley speaks with Vic Harling, Head of EM Corporate Debt at Ninety One, about the opportunities and challenges in the $2.7 trillion emerging market corporate debt space. Vic highlights the conservative leverage practices of EM companies, the wide range of industries represented, and why market dislocations like those seen in 2022 can create compelling investment opportunities.
The discussion also covers the role of ESG and transition financing in emerging markets, with Vic emphasizing the importance of engaging with heavy emitters to achieve meaningful decarbonization. She explores how EM companies are uniquely positioned to contribute to global sustainability goals, particularly through renewable energy and resource-driven industries. The episode concludes with valuable insights on China’s evolving geopolitical role and practical advice for professionals navigating the financial services industry. This conversation is essential for anyone seeking to understand the value and potential of emerging markets.