Robert Koenigsberger
The Strategist
The long view, patient, analytical, playing several moves ahead.
Robert Koenigsberger reads as The Strategist because he treats emerging markets credit as a system to be decoded, not a series of judgment calls. His eleven-dislocation framework converts the sequencing and magnitude of past crises into a navigational instrument, while his reading of credit culture as behavioral data lets him anticipate how sovereigns and institutions will position under stress.
“So we're based in Greenwich, Connecticut. We have offices in Latin America, in Mexico, Peru, Argentina. We have a lending platform or an office in Turkey, Brazil. done some stuff in Africa as well through a lending platform. And getting back to the local presence, you know, the...”
“They tried that with Evergrann, quite frankly. It didn't work. It didn't work. So I think it's a lot less risky today than it was eight weeks ago because we've seen the new government, the third she has come in, and we've seen that they've kind of blinked as it related to this. And there's just massive support going to that sector.”
“Absolutely. First of all, I mean, a lot of places we go English isn't necessarily spoken well, even at the most senior levels of government. So to be able to speak, seek information, persuade others in their language is very helpful.”
“Yeah, and again, within emerging markets, I think it's a dispersion of responses based upon where you are. But I think generally higher rate, stronger dollar has been a headwind for emerging markets. Interestingly, emerging markets have had a lot less wiggle room than the Fed and the ECB and what have you.”
Masters in Business: “Robert Koenigsberger on Emerging Markets”
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