Published: May 19, 2026

We were delighted to see Carl Shepherd featured on Asset TV’s latest Emerging Markets Debt panel, alongside an experienced line-up of industry specialists:

• Holger Siebrecht, Fixed Income Portfolio Manager and Investment Analyst, Capital Group
• Tom Davies, Head of Policyholder Investment Office, Standard Life plc

Watch the Discussion

Key Themes Covered

The panel explored a range of important topics shaping the Emerging Markets (EM)debt landscape today, including:

• The investment case for EM debt
  Insights into why the asset class continues to attract investor interest in a shifting global environment.
• The impact of oil prices
  How recent movements in oil markets are influencing EM economies and debt performance.
• Active management and investment styles
  A discussion on the role of active strategies in navigating complexity and identifying opportunities.
• The outlook for Emerging Markets debt
  Perspectives on risks, opportunities, and what investors should expect moving forward.

This was a valuable and timely conversation highlighting both the opportunities and challenges within Emerging Markets debt.