EM Lens: Sandglass’ Lozovsky Reinforces Bullish EM Narrative
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...
By Aditya Somani · Bloomberg
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 Sassowe