The rule of law has become cornerstone for investors in a global landscape marked by geopolitical tensions, shifting alliances, and debates over international norms. Questions on the rule of law aren’t abstract; they’re about real-world implications for portfolio construction and client allocations.
In a dialogue with Giulia Pellegrini, we explore why the rule of law has become a driver of alpha in Emerging Market Debt, and
why not the current status of a country, but the “trajectory of ttravel” has become the most critical metric for the modern
institutional investor.
in VBA Journaal door Tjitsger Hulshoff interview with Giulia Pellegrini