Emerging markets investing tends to be a story of financial crises and panics. Historically, volatile capital flows, fixed currency pegs, and high levels of leverage raised the risks for EM investors. But with more flexible exchange rate management, higher foreign exchange reserves, and more manageable leverage levels, we think the situation in EM is markedly different today. The global economy is in the early stages of a synchronized cyclical growth upswing, creating an environment which can be a sweet spot for EM investors. Join us as Sarvjeev Sidhu, emerging markets debt portfolio analyst, as he discusses current trends in EM investing and makes the case for the asset class in your portfolio.
Sarvjeev S. Sidhu, CFA, is global head of emerging markets with Aegon Asset Management and has been a portfolio manager for multiple dedicated emerging markets fixed income strategies since 1999. He and his team manage international fixed income portfolios investing primarily in emerging market debt and local markets for a wide range of institutional investors that include insurance companies, pension funds, foundations, and endowments. Prior to joining the firm, Sarvjeev was an emerging markets debt portfolio manager at Lincoln National Investment Management. He has 26 years of industry experience and has been with the Aegon Asset Management since 1999. Sarvjeev received his BS in computer engineering from Birla Institute of Technology and his MBA and MPA from Indiana University. Sarvjeev is a CFA® charterholder.