The Expert Series hosted Michael Nicoletos, Founder and CIO of AppleTree Capital in London. AppleTree specializes in Emerging Market absolute return strategies. Michael focuses on investing in Eastern and Southern European economies.
In this discussion, Michael reviews the upcoming elections, fiscal policy and the Central Bank, the Turkish economy and nature of the debt, and the possibility of contagion across Europe and Emerging Markets, among others. This is a situation that anyone investing in Europe and Emerging Markets should keep a close eye on, and Michael does an excellent job of explaining what the important pressure points are right now.