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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.

Resilient Fundamentals in Emerging Markets Debt

Marco Ruijer, CFA
Emerging Markets Debt

Emerging markets (EM) debt investors face headwinds in the last quarter of the year, thanks to monetary tightening, geopolitical tensions, energy crises, and economic weakness in China. But despite the uncertainty, we have a constructive...

Will Fed Rate Hikes Shake Up EM Debt?

Marco Ruijer, CFA
Emerging Markets Debt

As noted in previous posts, a number of fears are driving concerns about the future returns of emerging markets (EM) sovereign debt in the midst of interest-rate hikes by the U.S. Federal Reserve (Fed). Having...

Clouds Clearing for Emerging Markets Debt?

Marco Ruijer, CFA
Emerging Markets Debt

While the near-term outlook for global economic growth remains clouded by a combination of recession fears, inflationary pressures, and the possibility of faster monetary policy tightening globally, we expect an improvement in investor sentiment during...

Watching for Widening in EM Debt Spreads

Marco Ruijer, CFA
Emerging Markets Debt

Recent rate hikes by the U.S. Federal Reserve (Fed) have weighed on emerging markets (EM) debt returns, which were already weak in 2021 and the first quarter of 2022 due to investor fears about the...

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