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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Despite ongoing market volatility and geopolitical uncertainty, 2023 could bring attractive opportunities for fixed-income investors, says Barney Goodchild.
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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.
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Aaron Grehan and Nafez Zouk from our emerging market debt team explain how the asset class is standing up to some significant headwinds.
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