Phoenix Kalen
Global head of emerging market research at Société Générale, providing analysis on EM local rates, FX, and macro drivers with expertise in investor positioning and policy cycles.
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Mar 17, 2026 • 46min
Tested by Fire, Emerging Markets Come of Age
Phoenix Kalen, Global Head of Emerging Markets Research at Société Générale and former RBS and JP Morgan analyst. He discusses who wins and loses from higher oil and supply shocks. He explains why market reactions are more contained than in 2022. He covers the rise of local‑currency bond markets, diversification away from dollar assets, and why EMs are becoming standalone investment opportunities.
Jan 7, 2026 • 24min
EM Lens: Between a Rally and a Hard Place in EM Local Rates
Phoenix Kalen, the global head of emerging market research at Société Générale, shares her insights into the future of EM local rates and FX. She discusses the drivers behind 2025’s expected outperformance, highlighting inflows and favorable fundamentals. Kalen explores the dynamics of dollar strength and suggests that frontier markets, especially in LATAM and Turkey, present high-carry opportunities. Additionally, she analyzes specific country risks in the context of upcoming elections and evaluates the fiscal landscape for emerging markets.
