Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies. He is a member of Gramercy's Management Team and is Co-Chair of the Risk Management Committee. In this podcast we discuss:

• EM in 2025: From Caution to FOMO
• EM vs DM: A Role Reversal Since COVID
• The Problem with EM Labels & Indices
• China: From 'Uninvestable' to Selective Opportunity
• Russia–Ukraine: Asymmetry, Reconstruction, and Market Blind Spots
• The Boom in EM Private Credit
• Where the Opportunities Are in EM Private Credit
• Mexico, NAFTA 2.0, and Geopolitics
• Venezuela and the 'Trump Corollary to the Monroe Doctrine'
• Fed Policy: The Only Conviction Is Lack of Conviction
• Portfolio Philosophy: Fighting FOMO and Overtrading