Episode

EM Lens: Extracting the Complexity Premium in Emerging Markets

Podcast
FICC Focus
Published
Jun 5, 2026
Duration seconds
1304
Processing state
not_requested
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https://traffic.megaphone.fm/BLM6207622058.mp3
Audio
https://traffic.megaphone.fm/BLM6207622058.mp3
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/v1/public/podcasts/ficc-focus-4513680/episodes/em-lens-extracting-the-complexity-premium-in-emerging-markets
Markdown
/podcast/ficc-focus-4513680/em-lens-extracting-the-complexity-premium-in-emerging-markets.md

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Summary

Emerging markets are becoming a strategic focus for creditors looking to extract the complexity premium embedded in local markets. Atanas Bostandjiev, chairman and founder of Gemcorp Capital Management, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to assess the opportunities available to institutional investors with perpetual capital. Bostandjiev and Sassower discuss the durability of alpha generation, the formation of behavioral biases and the ability to capitalize on structural inefficiencies across EM.