The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Non-government EM fixed income is multiples larger than government bonds
“The non-government bond part of the fixed income market in emerging markets is multiples in size of the bond market.”
Private multi-asset class vehicles do not yet exist in emerging markets
“In private markets, you're starting to see multi-asset class in developed markets. You have not seen it yet in emerging markets at all.”
J.P. Morgan executed the first voluntary emerging markets debt exchange
“Morgan did the first voluntary loan for debt exchange in emerging markets.”
Rohatyn created the first emerging market bond benchmark at J.P. Morgan
“I was responsible for building the first bond benchmark in emerging markets. It was called the Emerging Market Bond Index, MB. I did that at the time at JP in order to help grow the pie because I, of this exact point, people needed a benchmark.”