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Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies. He is a member of Gramercy's Management Team and is Co-Chair of the Risk Management Committee. In this podcast we discuss:
EM in 2025: From Caution to FOMO
EM vs DM: A Role Reversal Since COVID
The Problem with EM Labels & Indices
China: From 'Uninvestable' to Selective Opportunity
Russia–Ukraine: Asymmetry, Reconstruction…
The skinny
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