Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real assets, with over $8bn in assets under management. Prior to founding TRG in 2002, Nick spent 19-years at J.P. Morgan, including 5 years as a member of J.P. Morgan’s executive management team, holding a variety of leadership positions in emerging markets, foreign exchange, commodities, credit markets, and e-commerce functions. In this podcast we discuss:

Pivotal moments for EM from Brady bonds to Global Financial Crisis
Impact of low rates and rise of China on EM
Importance of local knowledge in EM
Private vs public markets
China vs EM ex China
The India story
How global themes are played through EM
Inflation and EM
Demographics, AI and climate
How to manage EM risk
Books mentioned: The Hidden Life of Trees (Wohlleben), Flying Blind (Robison)

You can follow Nick and TRG here and here.

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