Mike is a portfolio manager for the emerging market hard currency portfolios.
Experience and qualifications
He joined Aviva Investors in 2013 working as our dedicated EMD trader, switching to a portfolio management role in April 2015. Mike began his investment career with Bluebay Asset Management in 2007, initially working as a repo trader before becoming an emerging markets trader focusing on emerging market debt and a broad range of derivative products.
He holds a Bachelor’s degree in Economics from Texas State University.
Emerging Markets Sovereign Analyst
EM Corporate Analyst
ESG Analyst, Emerging Markets Debt
Senior Portfolio Manager
Emerging Markets Sovereign Debt Analyst
Senior Portfolio Manager
Head of Emerging Market Debt and Portfolio Manager, EM Local Currency
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Viewing emerging-market debt through a fresh lens
4 Apr 2023
With a series of shocks hitting the emerging-market sovereign bond universe in recent years, investors need to be alert to the danger individual countries’ debt is being placed in the wrong risk bucket and mispriced, argues Carmen Altenkirch.
Boom! Shake the gloom? Does China’s reopening mark a new beginning?
29 Mar 2023
China looks set for a rapid economic rebound in the first quarter after finally abandoning its zero-COVID policy. But will the recovery prove temporary as longer-term dynamics reassert themselves?
China, the Fed and fiscal buffers: What next for emerging-market debt
13 Mar 2023
While uncertainty around the US rate-hiking cycle is affecting appetite for emerging-market debt, discerning investors can still find attractive opportunities in 2023, say Aaron Grehan and Carmen Altenkirch.
Why fixed income, why now? Navigating a new era for bond markets
31 Jan 2023
Despite ongoing market volatility and geopolitical uncertainty, 2023 could bring attractive opportunities for fixed-income investors, says Barney Goodchild.
EMD outlook: Why 2023 could offer improved prospects as storm clouds lift
10 Jan 2023
After a bruising 12 months, our emerging-market debt team anticipates an improvement in the asset class’ fortunes in 2023 as declining inflation allows central banks to ease back on monetary tightening. But with many issuers still at risk of default, investors will need to tread cautiously.
The IMF/World Bank meetings in review: The key questions for emerging-market debt investors
2 Nov 2022
Pessimism was in the air at the recent IMF/World Bank meetings, with emerging markets looking vulnerable to a tightening of global financial conditions. However, their orthodox policy responses should put many countries in a stronger position to meet those challenges than previously, argue Carmen Altenkirch and Nafez Zouk.
What does the data say? Emerging-market debt in focus
7 Oct 2022
In this month’s instalment of our visual series on topical themes, we look at some of the biggest recent trends in EMD.
EM corporate debt: Resilience in turbulent times
23 Aug 2022
Emerging markets have been hit by stern economic challenges in 2022. But many companies are proving resilient thanks to strong fundamentals, as our emerging market corporate debt team explain.
EMD: On the bread line
6 Jul 2022
Russia’s war in Ukraine has contributed to soaring food prices, supercharging global inflation. Poorer countries will likely be hardest hit, adding to the risk of social unrest. With public finances and incomes already under strain, emerging-market debt investors should be on high alert.
Conflict, commodities and China: The outlook for EMD
13 May 2022
Aaron Grehan and Nafez Zouk from our emerging market debt team explain how the asset class is standing up to some significant headwinds.
Lean on me: How can bond investors influence government climate action?
25 Mar 2021
The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon.