William Blair Investment Management’s Marcelo Assalin was featured prominently in the newsletter of John Authers, a respected markets opinion writer at Bloomberg.
Among the perspective shared, Authers cites Assalin’s recent note on emerging markets equities and debt strategies, where he writes, “we anticipate another year of limited net debt issuance. Higher funding costs in primary markets should encourage issuers to tap into more affordable multilateral and bilateral financing. We also anticipate flows coming back to dedicated EM debt portfolios, attracted by appealing valuations.”