Episodes
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EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast.
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 11th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 10th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. -
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 9th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. -
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EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast. Bret delves into Brazil's central bank's monetary policy, the fiscal situation, macroeconomic trends, and political dynamics.
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 8th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. -
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This episode of Emso Talks delves into Mexico's upcoming presidential elections, central bank policies, the impact of nearshoring, and the dynamics of the Mexican peso. Bret Rosen, a senior economist and strategist for Latin America at Emso, shares insights from a recent trip to Mexico, analyzing political trends, economic strategies, and investment opportunities ahead of the June 2024 elections.
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 7th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. -
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 6th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. -
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 5th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. -
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 4th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 3rd episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.
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EMSO TALKS: In this episode of Emso Talks, Emso’s Head of Research, Patrick Esteruelas, recaps his takeaways from the recent International Monetary Fund (IMF) meetings which were held in Washington D.C. in mid-April. The IMF meetings have historically served as a good platform to assess the pulse of the market, and while the there was certainly less pessimism present than at the October 2022 meetings, there was a perceptible lack of conviction on the path ahead with mixed implications for EM.
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EMSO TALKS: In this episode of Emso Talks, Latam Strategist and Economist, Bret Rosen, covers the impact that nearshoring is having on the Mexican economy as well as the recent and sharp increase in remittances and the upcoming election in 2024.
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
Join Co-CIO, Jens Nystedt, for the 2nd episode of ‘Fika with Jens’ for an update on the recent volatile market developments and insight on upcoming events that he is closely following.
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EMSO TALKS: In this episode of Emso Talks, Emso’s Chief Strategist, Ivailo Vesselinov, covers South Africa, which continues to be a key focus for many EM investors. Ivailo covers recent political events, including the recent ‘Phala Phala’ scandal, updates regarding Eskom (South Africa’s public utility company), as well as the outlook for the country.
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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.
At Emso, we have a very diverse workforce, with many nationalities and languages represented. Join Jens Nystedt, Emso's Co-CIO and a Swedish native, for a new series called "Fika with Jens". In each episode, Jens will provide an overview of recent market developments and share his insights on upcoming events and situations he is closely following.
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EMSO TALKS: In this episode of Emso Talks, Don Lucardi, Head of Investor Relations, sat down with Patrick Esteruelas, Head of Research, to discuss one of the biggest themes in EM for 2023: China’s reopening and departure from its ‘zero Covid’ restrictions.
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EMSO TALKS: In this episode, Bret Rosen, Emso’s LATAM Economist and Strategist, talks through some of the key takeaways and observations from his recent trip to Brazil.
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EMSO TALKS: In this episode, Emso’s LATAM Strategist and Economist, Bret Rosen, sat down with Saad Khan, Portfolio Manager, to discuss the outlook for LATAM in 2023. Bret and Saad discuss major themes across the region, as well as country-specific conditions in Brazil, Colombia, Mexico, Chile, Peru, and Ecuador.
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