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Experts

Michael Davidson

Portfolio Manager, Emerging Markets
Mr. Davidson is an executive vice president and portfolio manager in the emerging markets group in the London office, focusing on local benchmark-oriented strategies as well as absolute return and ESG. He is a standing member of the emerging markets portfolio committee and has served as a rotating member of the European portfolio committee. Prior to joining PIMCO in 2017, Mr. Davidson worked as an emerging markets rates trader at HSBC and Barclays. He has 16 years of trading and portfolio management experience and holds an undergraduate degree in philosophy, politics, and economics from St Catherine’s College, University of Oxford.
Economic and Market Commentary

The growing market for ESG-labelled bonds in EM local currencies may offer a way to access EM local’s attractive yield potential within a sustainability-conscious framework.

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