The OppenheimerFunds Global Debt Team believes in holding two simultaneous views of the world:

  • First, there is no third world or first world—but rather one world. One needs to discern linkages between debt markets throughout the globe in order to understand how they may affect each other.
  • Second, the world’s debt markets—especially in emerging markets—are not homogenous. They are impacted by very different central banks and government policies, as well as distinct political dynamics in each country.

The team’s approach to portfolio management is through the prism of these two views along with the belief that good investment decisions are made on the basis of more than just numbers—and often with the help of information from unlikely sources.

We believe to challenge the index means challenging conventional ways in which people view the world.

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