CHICAGO—The $787 billion debt overhang the federal government absorbed from the failed banking sector from the 2008 credit crisis will not come due until 2020, or perhaps later.

But at that point in time, when the piper finally pays his dues, “We [the U.S.] are going to become an emerging market,” predicted Rudolph Riad-Younes, head of international equities at Artio Global Investors, New York.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.