Viewpoints by Paolo H. Valle, Senior Portfolio Manager at Manulife Investment Management

Paolo is a managing director and senior portfolio manager at Manulife Investment Management, providing both portfolio management and investment analysis on emerging-market debt strategies. Prior to joining the firm, Paolo was a senior portfolio manager at Federated Investment Management, from 2004 to 2013, and beefore that, CIO of Ramirez Asset Management, from 2001 to 2004. He has worked in various roles at Valle Advisors (1999–2000) and Merrill Lynch (1992–1999), and he began his career at PNC Financial (1982–1992). Paolo earned a B.S. in Business Administration from Universidad del Pacifico in Lima, Peru, and an M.B.A. from the University of Pittsburgh.
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Coronavirus breaks out beyond China: the implications for emerging-market debt
The potential economic consequences of the coronavirus extend well beyond China's borders. We take a closer look at the ramifications to manufacturers, supply chains, and emerging-market debt.
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Argentina's primary election: unexpected results, but what's next for investors?
Argentina's primary elections appear poised to hand a surprise victory to the underdog candidate, and markets have been roiled by the news. We take a closer look at the implications for the country and investors.
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The case for emerging-market debt as a long-term, strategic income allocation
Once a tactical allocation for investors with high risk tolerances, emerging-market debt today is a changed landscape. See why we think it has a role to play in a range of portfolios.
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Today's macro risks in emerging markets look relatively benign
The macro risks in today's global economy are mostly tied to developed economies. Here's why emerging markets look comparatively attractive.
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Emerging-market debt: down, but not out
The headlines relating to emerging markets over the past three months remained largely negative. But look a little deeper and it isn’t difficult to find signs of stabilization.
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