Insights for professional investors
x
Insights for professional investors
Trade tensions and tariffs, rising debt vulnerabilities, and persistent geopolitical instability continue to weigh on EM debt. Yet beyond the near-term volatility, solid fundamentals, greater economic firepower, and improving structural factors in select emerging markets provide a supportive backdrop for long-term opportunities. Learn more in our upcoming Investment Talk with Aviva Investors.
Exclusively for professional investors from Europe.
Friday, 6. June 2025
Aaron Grehan, Head of Capital Opportunities and Co-Head of EMD, Aviva Investors
Michael McGill, Co-Head of EMD, Senior Portfolio Manager, Aviva Investors
Investors in emerging market debt continue to face multiple challenges. Aaron Grehan and Michael McGill will offer views on the current macro backdrop and the uncertainty that is unfolding with the tariff situation. They will be giving their views on how to manage portfolios with the near-term uncertainties while still being able to capture the longer-term positive opportunities that Aviva Investors believe exist within the asset classes.
Time for your questions for Aaron Grehan, Head of Capital Opportunities and Co-Head of EMD, and Michael McGill, Co-Head of Emerging Market Debt, Senior Portfolio Manager, Aviva Investors.
Aaron is the Head of Capital Opportunities Group and Co-Head of Emerging Market Debt. In his role as Head of Capital Opportunities Aaron is focused on maximising the impact of high-growth potential areas by leading a combination of our EMD, High Yield, Multi-Sector Fixed Income and Convertible Debt capabilities. This brings together teams with complementary skill sets, enabling an approach to investment challenges from multiple perspectives. In EM Debt Aaron has co-management responsibility for both hard-currency sovereign and corporate bond portfolios.
Mike is a senior portfolio manager for the emerging market hard currency portfolios. He joined Aviva Investors in 2013 working as our dedicated EMD trader, switching to a portfolio management role in April 2015. Mike was promoted to Senior Portfolio Manager roll in April 2019. Mike began his investment career with Bluebay Asset Management in 2007, initially working as a repo trader before becoming an emerging markets trader focusing on emerging market debt 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.
