Let’s talk about alternatives

In this episode of “Let’s talk about alternatives”, Sebastian Kistner speaks with Martti Forsberg, Portfolio Manager in LGT Capital Partners’ Emerging Market Fixed Income team, about the evolving opportunity set in Latin American sovereign bonds. Drawing on recent discussions with regional policymakers, they explore the region’s outsized role in EM local debt returns, the impact of commodities and supply chain realignment and the implications of upcoming elections. The conversation highlights why differentiation across countries – and institutional resilience – remain key for investors navigating Latin America today.

This episode takes you inside the October 2025 IMF meetings in Washington. Portfolio Manager Tomi Einesalo shares what drove the more upbeat mood this year and why policy credibility matters again for emerging markets. He discusses the shift toward faster debt resolutions and the growing focus on developing local investor bases. Tomi also highlights a few countries that stood out for reform progress and explains what this means for active investors in today’s environment.

In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Fixed Income at LGT Capital Partners. We discuss how rising geopolitical tensions, shifting industrial policies and growing fiscal pressures are reshaping the global investment landscape – and why this environment may favor emerging and frontier market sovereign debt. From strong real yields to improving fundamentals and the coming introduction of a frontier market benchmark, the conversation explores where investors can find value and diversification in a changing world.

Our second edition of CP Insights delves into the wide universe of emerging and frontier market sovereign debt investments. While there are nearly 200 countries in the world, most fixed income investors have focused on the advanced economies. We therefore take a closer look at the frontier markets cosmos of about 170 countries, which offers truly unique opportunities.

In our inaugural edition of CP Insights, we explore the forces that are driving markets as the world is undergoing a series of transitions. Specifically, we take a closer look at Managed Futures investment strategies and explain how they are qualified to help investors navigate through the currently prevailing major macro-economic shifts.