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Marvin Barth Andreas Kolbe

Episode 11

Marvin Barth in conversation with Andreas Kolbe

Goodbye globalisation, hello automation: Time to rethink emerging markets?

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Advances in technology have increased globalisation and made emerging market (EM) economies attractive for investors since hyperglobalisation began in the early 1990s. But the rise of technology could threaten outsourcing models and growth within emerging market economies. Is it time for investors to start to rethink their emerging market investing strategies?

In episode 11 of The Flip Side, Marvin Barth, Head of FX & EM Macro Strategy, and Andreas Kolbe, Head of EM Credit Research, debate the various factors investors should consider when rethinking investment in emerging markets. They discuss the effect of robotics and AI on production, how foreign direct investment could shift away from recently matured economies, the risk of political crises and whether natural resources in emerging market regions are undervalued by investors.

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The Flip Side podcast 

This podcast series features lively debates between Barclays’ Research analysts on important topics facing economies and businesses around the globe.

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Q3 2019 Global Outlook: Monetary tide keeps markets afloat 

Barclays Research explains why the recent bond rally does not signal a dire economic outlook. Our analysts expect central bank easing to support markets and recommend global equities over bonds.

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About the analysts

Marvin Barth is Head of FX & EM Macro Strategy leading the firm’s global FX research product from London. Prior to joining Barclays in January 2014, Marvin spent five years as a strategist and as a portfolio manager in the US for Covariance Capital Management and Tennenbaum Capital Partners, spanning multiple liquid and illiquid assets. Previously, he spent three years at Citigroup in London and was responsible for the firm’s fundamental economic views on the G10 FX markets.

Marvin also has extensive policymaking experience as the former Chief Economist for International Affairs at the US Treasury Department, as well as an international economist at the Federal Reserve Board and at the Bank of International Settlements. Marvin holds a PhD and MA in Economics from the University of California, San Diego, and a BA in Economics from the University of California, Berkeley.

Andreas Kolbe is Head of EM Credit Research at Barclays, based in London. In addition to leading the team with direct responsibility for Credit Strategy across Global EM sovereigns and corporates, he focuses on sovereign credit markets in the EEMEA region. Andreas joined Barclays in 2009 from Merrill Lynch where he was responsible for European Credit Strategy. Prior to that, he worked at the Institute for Mathematical Finance at Technische Universitaet Muenchen. He graduated with a PhD and MSc in Mathematical Finance from Technische Universitaet Muenchen.

 

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