Investment Management
William Blair Investment Management emerging markets debt portfolio manager Jared Lou was quoted in the Financial Times in its coverage of Brazil President Luiz Inácio Lula da Silva’s decision to soften its budget surplus target and associated policies, leading to uncertainty among investors in assets in the Latin American country.
Lou told the publication that he expects the president to “strike a balance” to deliver the intended result and keep Brazilian assets attractive to investors.
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Understanding emerging markets debt involves recognizing the risks, myths, and opportunities that differentiate it from other asset classes.
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