Episode 34: EMD: An overlooked potential source of yield for insurance investors

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Damien Buchet of Finisterre Capital and Nick Varcoe of Principal Global Investors to discuss emerging market debt (EMD) and its potential for insurance investors.

They explore how the EMD market has evolved, the diversification benefits it offers, and how insurers can navigate risks, including currency exposure and volatility. The conversation also delves into ESG considerations, sovereign vs. corporate debt, and strategies for optimizing risk-adjusted returns. Whether you're considering EMD for the first time or looking to refine your approach, this episode delivers key insights into how insurance investors can unlock its potential.