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Emerging Local Debt
by Victoria Courmes of GMO, 1/10/24

In this piece we compare two ways to take advantage of the USD’s richness versus emerging market currencies: EM equities and EM local currency debt. We believe that for relative value, diversification, and potential alpha reasons, EM local currency debt deserves a prominent place in portfolios today.

GMO White Paper: Why High-Quality Local Currency Debt Looks Attractive in EM
by Victoria Courmes, Riti Samanta, Mina Tomovska of GMO, 5/10/23

In a new white paper, Victoria Courmes, Riti Samanta and Mina Tomovska of GMO discuss how higher yields and similar defensiveness are a compelling combination in favor of high-quality local currency EM debt.

No Stone Unturned
by Victoria Courmes, Tina Vandersteel of GMO, 6/2/22

We strongly believe that the traditional benchmark-led approach to investing in emerging market debt can be far from optimal.
3 results found.