Calls
2
Camila Berlanga
Senior Portfolio Manager, EFG Asset Management
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 26
$96.82
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Emerging markets are no longer deserving of their old discounts because many high-quality countries have stronger fiscal and current-account balance sheets and more rate flexibility; investors can get EM credit exposure without adding too much risk, and Latin America also offers strong fundamentals.
Bonds & Rates
Long
Jan 26
$110.93
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Investment-grade fixed income is a good defensive hiding place and a way to protect carry as valuations are tight and risks are rising; corporate balance sheets, especially European corporates, look healthy, and much bad debt has moved to private markets.
Bonds & Rates
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Camila Berlanga has 2 trade ideas tracked on Buzzberg across 4 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
