Investment insights to help you navigate emerging markets debt
The Russia-Ukraine conflict, a spike in commodity prices, slowing global growth and rising global inflation have raised fresh questions about the outlook for emerging markets (EM) debt.
Analysing each sovereign and credit issuer at the fundamental level, however, shows that there are attractive opportunities against a backdrop of what appear to be stable fundamentals, supportive technical factors and attractive valuations in certain markets.
Stay informed on the macro and market events that matter. Our long-term perspective and steady hand during uncertain times are the result of over 30 years investing in EM debt.