WEBINAR: Local currency bonds: Still undervalued, still under-owned?
Cemil Urganci (Head of Local Currency), and Gustavo Medeiros (Global Head of Research) discuss the opportunities they see in Local Currency Bonds.
Tuesday, 18th June 2024
11:00am EDT | 4:00pm BST | 5:00pm CEST
The discussion will cover their views on the topics below, and more:
- US Dollar (over)valuation.
- Central bank policy divergence.
- US elections and scenarios.
- Geopolitical risks vs opportunities.
- Fundamental matters: A few countries to watch.
Cemil Urganci
Cemil Urganci, Head of Local Currency and a member of the Fixed Income and Asset Allocation Investment Committee. Cemil joined Ashmore in 2006 after 8 years at HSBC. Cemil has experience in Emerging Markets trading and market making, including local currency and external debt, interest rate and currency derivatives. He started his career at HSBC Bank AS Istanbul/Turkey in 1997 and worked in HSBC Bank London between 2004 and 2006. Cemil has a BSc degree in Industrial Engineering from Bogazici University.
Gustavo Medeiros
Gustavo Medeiros, Head of Research at Ashmore Group, is responsible for following macroeconomic and political developments across developed economies and emerging markets. He is responsible for providing a review and forward-looking views of macro top-down developments on a weekly basis to the Investment Committee and, where required, works with the investment teams to translate these views in actionable investment ideas. Before joining Ashmore, Gustavo worked for ten years at HSBC in São Paulo and London, where he traded Latin American local rates and currencies. After joining Ashmore in 2011, Gustavo worked for six years with the local currency team covering Latin America before joining the sovereign external debt team as portfolio manager responsible for Eastern European and African markets. Gustavo was appointed to Deputy Head of Research in October 2019 and became Head of Research in October 2021. He holds a degree in Business Administration from Fundação Armando Alvares Penteado in São Paulo and is a CFA charterholder.