Skip to main content

Agenda 2026


 

Loading

Panel IV: Finding alpha in CEE: investor panel

13 Jan 2026
Main Session - Grand Klimt Hall 1&2
  • Exploring the case for allocations to CEE fixed income 

  • Perceptions of regional political risks  

  • Is ‘CEE’ still a meaningful concept for portfolio allocations?

  • Challenges and opportunities in local currency

Chairperson
Richard Kemmish, Editorial Consultant - FT Live
Speakers
Timothy Ash, Senior EM Sovereign Strategist, Emerging Markets - BlueBay Asset Management
Nick Eisinger, Head of EM Sovereign Strategy, Portfolio Manager - JP Morgan Asset Management
Guillaume Tresca, Macro & Market Research, Senior EM Strategist - Generali Asset Management
Joshua Loud, Senior EM Portfolio Manager and Economist - Danske Bank
Daria Shkut, Research Analyst, Emerging Markets Debt - Fidelity
View all Blogs Now