I visited Buenos Aires four months on from Argentina’s general election last year.
While this frontier market is unloved by many fixed-income investors, having defaulted twice in the last two decades, the recent change in political leadership has triggered an unexpected positive shift for the economy. The trip confirmed my optimism about the new leadership's crucial economic reforms passing political hurdles. Emerging markets ex-China ETFs enjoy moment in the sun as investors snub China over 2023 While the path from frontier to emerging market economy will not be smooth, I expect associated market volatility to present significant alpha capture opportunities. ...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
