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INVESTING INSIGHTS
AT WILLIAM BLAIR

Marco Ruijer, CFA

Portfolio Manager

Marco Ruijer, CFA, is a hard currency portfolio manager on William Blair’s emerging markets debt team. Before joining William Blair, Marco was the lead portfolio manager on NN Investment Partners’ EMD team, where he was responsible for managing EMD hard currency portfolios. Before joining NNIP in 2013, Marco was a senior fund manager for EMD at Mn Services in the Netherlands, where he managed various EMD portfolios. Before that, he worked with Mn Services’ investment strategy and risk management team. Marco began his career in 1998 as an investment trainee at Mn. Marco received an M.A. in international financial economics from the University of Amsterdam.

EM Debt 2024: Solid Beginnings

Marco Ruijer, CFA
Emerging Markets Debt

Emerging markets (EM) debt performed well in the first quarter of 2024, and we anticipate more of the same in the next quarter, thanks to a benign global macro backdrop, solid EM credit fundamentals, improving...

Looking for Opportunities in Longer Duration

Marco Ruijer, CFA
Emerging Markets Debt

We anticipate a strong 2024 for emerging markets (EM) debt on the back of a significant improvement in the global macro backdrop. While it appears likely that the global economy will continue to gradually decelerate,...

Overweight/Underweight in Emerging Markets Debt

Marco Ruijer, CFA
Emerging Markets Debt

Despite the recent headwinds from rising U.S. Treasury yields, we have not changed our constructive medium-term outlook for emerging markets (EM) debt. Duration performed poorly as policy rates around the world sharply adjusted over the...

Strength in Emerging Markets Debt

Marco Ruijer, CFA
Emerging Markets Debt

It was a strong quarter for emerging markets (EM) debt despite a mixed economic backdrop around the world. Market volatility subsided, aiding investor demand for higher-carry strategies. Positive EM debt performance was even more impressive,...

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