Mike Reed, Head of Global Financial Institutions, is joined by Polina Kurdyavko, Head of EM Debt, where they discuss increased geopolitical risk in relation to recent events, a weakened dollar and what it means for emerging market currencies, and the opportunities and challenges for the asset class in the year ahead. Key points Increased geopolitical risk in relation to recent events. The weakened dollar's positive impact on EM economies. Opportunities and challenges for the asset class in the year ahead.