April 10, 2025 | Emerging Markets Debt

Global Outlook, Local Expertise: EM Debt Team Insights

Learn how our emerging markets debt team collaborates at its quarterly onsite meeting, which gathers the entire team in one location.

I’m in London for our quarterly team meeting, and here are the main things we did.

We performed top-down analysis, assessing global market conditions, with global tariff risk, macroeconomic and inflation outlook, being the most important discussion topics.

Our team members from different regions also presented their bottom-up research and investment views so that all of us get to hear our deep-dive analysis on what’s the most topical investment themes within each EM region area search overage (ARC), such as the election outlook, political development, and debt restructuring progress.

Lastly, we invited external speakers from the sell side and our independent research partners, sharing their market views—this time around focusing on the U.S. and global political landscape, European rates, and the outlook on commodities and energy markets.

Filmed April 2025

The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. Investing involves risks, including the possible loss of principal. Past performance is not indicative of future results.

Topics: Emerging Markets

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