Insights for professional investors
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Insights for professional investors
10. June 2025
Trade tensions and tariffs, rising debt vulnerabilities, and persistent geopolitical instability continue to weigh on EM debt. Yet beyond the near-term volatility, there is a supportive backdrop for long-term opportunities. Hear more from two EMD experts in our Investment Talk with Aviva Investors.
Exclusively for professional investors from Europe.
Aaron is the Head of Capital Opportunities Group. He is focused on maximising the impact of high-growth potential areas by leading a combination of Aviva Investor's EMD, High Yield, Multi-Sector Fixed Income and Convertible Debt capabilities.
Mike is a senior portfolio manager for the EM hard currency portfolios. He joined Aviva Investors in 2013. He began his investment career in 2007, initially working as a repo trader before becoming an emerging markets trader focusing on EMD and a broad range of derivative products.
Thomas Schalow is the CEO of Capitalmarkets.net. He has more than 25 years of experience in investment management, including various management positions at international investment firms. He publishes on financial topics and regularly moderates investment events.
