Ms. Rahman is an executive vice president and portfolio manager in the New York office. She oversees PIMCO's sovereign credit investing on the emerging markets (EM) portfolio management team and is responsible for ESG (environmental, social, and governance) integration across PIMCO's investment strategies. Prior to joining PIMCO in 2008, she spent five years at the International Monetary Fund as an emerging markets macroeconomist. Before joining the IMF, she worked for the World Bank, the Centre for Economic Performance, and STICERD (the Suntory and Toyota International Centres for Economics and Related Disciplines). She has 27 years of investment experience and holds a Ph.D. in economics from the London School of Economics.
EM as a whole stands to potentially benefit from China’s post-pandemic economic reopening, with differentiation among individual countries as global trade allegiances shift.
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
Emerging market valuations appear attractive, but country-specific risks can be critical to monitor amid global inflation and rising interest rates.
The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
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