BlueBay to bring Troup to Milan’s forum
Anna Troup, partner and portfolio manager at BlueBay Asset Management will talk on how to approach emerging market debt investing in 2015.
“Emerging market debt is facing a number of headwinds in 2015: a stronger US dollar which makes it harder for EM currencies to perform well, a potential move upwards in rates by the US Fed creating outflows risk from the asset class, idiosyncratic stories from countries such as Venezuela, Russia, Ukraine and Brazil and a slowing China impacting demand for many commodities,” the manager will argue.
“However emerging market economies are still in general growing faster than developed market economies, the fall in oil price is creating a positive inflation dynamic for all the EM oil importers as well as scope for various EM governments to implement reforms, there is a high degree of diversification among economies and companies that can be accessed and the yield advantage relative to developed market alternatives is very attractive.”
According to BlueBay, the key to investing in EM fixed income is understanding what type of EM debt to include, your own risk tolerance and the various ways you can blend the EM sub asset classes to create the EM exposure that is most suited to your portfolios’ requirements. BlueBay is an emerging market specialist with vast capabilities to support your decision making process when considering the EM debt asset class for your portfolio.
Troup is a portfolio manager within the Emerging Market Sovereign Debt team. She joined BlueBay in October 2012.
Prior to BlueBay, she worked for Goldman Sachs Asset Management where she spent seven years as a Lead Portfolio Manager in the fixed income team, specialising in the credit asset classes.
She has an MA (Hons) degree in Philosophy, Politics and Economics from Christ Church, Oxford and qualified as a Solicitor at Slaughter and May in 1995. She holds the Investment Management Certificate.
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