Ep 46: Polina Kurdyavko, RBC BlueBay, on the EM opportunity

Polina Kurdyavko, head of emerging markets and senior PM at RBC BlueBay Asset Management, was the special guest, sharing insights on her investing approach, career background and the opportunity set in EM heading into 2026. (Recorded Tuesday 7 October).1:42 — Career background and evolution.2:26 — Started career in 1998, personal family motivation.3:40 — Kurdyavko’s big-picture view on EM and why it provides a fertile hunting ground in alts.6:35 — Moving from relative to directional opportunity.8:55 — Impact of this year’s volatility and turbulence on the opportunity set going forward.14:22 — Episode sponsor: Altaira Strategic Partners.15:05 — Follow-up on de-dollarization trend.21:28 — Thoughts on China — real estate, general outlook, significance.24:24 — Rising allocator interest in EM?26:50 — Looking ahead into 2026.China article - Polina’s Perspective: a pimple soup experience in ChinaRBC BlueBay coverage on AFIAFI membership | LinkedIn page | Free AFI bulletins | Weekly multi-strategy update.AFI Innovation Summit agenda and registration*Not investment advice. Past performance is no guarantee of future returns*2025 headline partnerThis podcast is brought to you in association with Citco, the leading asset servicer with over $2 trillion of assets under administration (AUA) and the top hedge fund administrator according to the AFI 500 research ranking. Citco acts as a true partner to its clients, dedicated to developing rich long-term relationships through gold standard services and industry leading technology. Head to Citco.com for more information.Episode 46 sponsorThis episode is brought to you in association with Altaira Strategic Partners, which partners with emerging and established asset managers to provide a state-of-the-art institutional operating environment. Their cutting edge approach helps managers to bring their products and ideas to the marketplace with speed, efficiency and the latest innovations. Its heritage goes back to TIG which has been providing institutional back and middle office services to fund managers since 1980. Meet the team in Mayfair at the AFI Innovation Summit on 13 November, and visit altairastrat.com for more information. Hosted on Acast. See acast.com/privacy for more information.

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