
In this latest episode, we explore the powerful forces shaping emerging market debt – from accelerating momentum and Argentina’s political shake-up to macro shifts driving investor flows.
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.
Discussing how emerging market debt weathered global volatility, capitalized on dollar weakness, and attracted renewed investor interest in Q2, along with insights on where the opportunities may lie in the months ahead.
Tune in to hear Devan and Tom unpack a surprisingly strong second quarter before delving into why they remain cautiously optimistic in emerging market equities for the rest of 2025.
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Apple Podcasts | #134 |
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Focused on providing insights into various investment opportunities, this series offers detailed analyses of emerging market equities and debts, exploring macroeconomic factors influencing market performance. Key topics include geopolitical risks, the impacts of currency fluctuations, and sector performance, particularly in regions like Latin America and Asia. The commentary also encompasses influential trends such as artificial intelligence investments and capital expenditures, suggesting an optimistic outlook for growth in emerging markets. This podcast is tailored for those interested in finance, investments, and global economic trends, with a unique emphasis on emerging markets and their evolving dynamics.
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1. The Markets
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4. Thoughts on the Market
5. Odd Lots
Aberdeen Quarterly Perspectives launched 4 years ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Aberdeen Quarterly Perspectives include:
1. Devan Kaloo
2. Devan Kalu
3. Brett DeMent
4. Nick Robinson
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