The pulse of the markets: Jetro Siekkinen on the opportunities in emerging and frontier market debt

23/10/2025

Let’s talk about alternatives

0:00

15:57

In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Debt at LGT Capital Partners. We discuss how rising geopolitical tensions, shifting industrial policies and growing fiscal pressures are reshaping the global investment landscape – and why this environment may favor emerging and frontier market sovereign debt. From strong real yields to improving fundamentals and the coming introduction of a frontier market benchmark, the conversation explores where investors can find value and diversification in a changing world.

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The pulse of the markets: Jetro Siekkinen on the opportunities in emerging and frontier market debt
23/10/2025
15:57
In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Debt at LGT Capital Partners. We discuss how rising geopolitical tensions, shifting industrial policies and growing fiscal pressures are reshaping the global investment landscape – and why this environment may favor emerging and frontier market sovereign debt. From strong real yields to improving fundamentals and the coming introduction of a frontier market benchmark, the conversation explores where investors can find value and diversification in a changing world.
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The pulse of the markets: Jetro Siekkinen on the opportunities in emerging and frontier market debt

Let’s talk about alternatives

D'autres épisodes de "Let’s talk about alternatives"

The pulse of the markets: Tomi Einesalo on the IMF Meeting in October 2025

The pulse of the markets: Jetro Siekkinen on the opportunities in emerging and frontier market debt

Opportunities on the horizon: Investing in emerging and frontier market sovereign debt

The case for Managed Futures in a world of seismic shifts