INTERVIEW 🎙️ Peter Marber of Aperture discussing Monetary Policy of Emerging Markets
Channel: Beryl Elites
Date: 2022-08-01

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Peter Marber, Head of Emerging Markets, Aperture Investors
Claire McCall, The Beryl Consulting Group

Salient points from the interview:

 A new Ball Game - Most investors since the late 80s have grown up in this period of disinflation.
 “When I started in emerging markets back then we had some countries that had inflation in a thousand percent – hyperinflation.”
 “It's interesting to note that the countries that have tended to fare better over the last year are those that did experience that inflation back in the 80s .. e.g. Latin America .. and they have been the first ones to stay ahead of the Fed, ahead of the curve.”
 “There are other central bankers  behind the curve, woken up to the fact that this is not transitory, that there is potential here for more structural inflation.”

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