Anthony Kettle, EM Debt Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how a ‘one size fits all’ approach doesn’t work for the emerging markets debt universe. Discussion points include: The diversified set of economies that comprise the EMD asset class. How certain geopolitical issues in recent years could be turning into tailwinds for EM performance. How EM winners and losers will emerge from Trump’s policy agenda. The importance of a well-resourced team when covering the EMD universe. The outlook for corporates and sovereigns (hard and local markets).