The fourth musketeer of emerging debt

In emerging markets fixed income, three investors have raised themselves to superstar status. Mohamed El-Erian, Simon Treacher and Jerome Booth have all earned enviable reputations. Raphael Kassin’s move from ABN Amro to Credit Suisse could place him in the same firmament. Julian Marshall reports.

Raphael Kassin, the new head of emerging markets fixed income at Credit Suisse

Porthos to D’Artagnan: “You, boy, are arrogant, hot tempered and entirely too bold. I like that. Reminds me of me”

THERE IS A thin line between supreme self-confidence and arrogance. And where arrogance would normally be seen as an unwelcome characteristic, in the world of fund management, self-confidence – having the courage of one’s convictions – is a prerequisite. As a trader in a London investment house says: “All the fund managers in our place are completely full of themselves.

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