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Senior Portfolio Advisor and Strategist
Madrid, Spanien
English, French, Spanish
Alonso Perez-Kakabadse joined UBP in April 2023 as Senior Portfolio Advisor and Strategist, bringing with him his 17 years of experience in this profession.
He previously worked as Portfolio Manager at Wellington Management where he co-managed a total-return emerging market hedge fund. He is an experienced macro strategist and risk-taker in the EM space, with prior tenure at Caxton, SAC and Moore Capital. He was Founding Partner and Managing Director of ECADSE, a consultancy firm dedicated to providing advice to institutional and sovereign clients on the assessment and resolution of economic and financial crises. When serving as Vice Minister of the Economy of Ecuador and as Economic Advisor to the President, he played a pivotal role in the stabilisation and recovery of his country’s economy through dollarisation following the 1999 economic collapse.
Alonso holds a PhD in Economics from the London School of Economics.
19.09.2024
Despite recent volatility, emerging markets (EMs) continue to hold significant potential for investors. The current global trends and market conditions present several tailwinds that can drive growth and create opportunities in EM fixed income investments. Here, we explore these tailwinds and discuss the investment implications for the second half of 2024.
