# EM Lens: Sandglass’ Lozovsky Reinforces Bullish EM Narrative

Page: https://stenobird.com/podcast/ficc-focus-4513680/em-lens-sandglass-lozovsky-reinforces-bullish-em-narrative
Text version: https://stenobird.com/podcast/ficc-focus-4513680/em-lens-sandglass-lozovsky-reinforces-bullish-em-narrative.md
Podcast: [FICC Focus](https://stenobird.com/podcast/ficc-focus-4513680)
Published: 2026-08-28T10:30:00+00:00
Episode link: https://traffic.megaphone.fm/BLM5734403034.mp3
Audio file: https://traffic.megaphone.fm/BLM5734403034.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ficc-focus-4513680/episodes/em-lens-sandglass-lozovsky-reinforces-bullish-em-narrative
Duration seconds: 1333

## Resource

Emerging market fund flows are accelerating as credit fundamentals continue to improve amid historically loose financial conditions, wide real yields and deteriorating US dollar demand. Genna Lozovsky, managing principal and chief investment officer of Sandglass Capital Management, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to share his outlook for special situations and distressed EM credit amid a historically tight spread environment. Lozovsky and Sassower focus on opportunities in off-the-run EM growth, distressed corporates and speculative-grade sovereign debt.

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## Transcript

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