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Fixed Income What Role Can Emerging Markets Debt Play in Institutional Portfolios?

14 May 2026

Emerging markets debt (EMD) has grown significantly in breadth and depth over the past two decades, creating a more diverse opportunity set for institutional investors. Against a backdrop of changing trade dynamics, shifting commodity prices and divergent country fundamentals, the panel explores the role of careful selection, active management and bottom-up research when assessing the asset class.

 

In this Asset TV panel discussion, Holger Siebrecht, fixed income portfolio manager and investment analyst at Capital Group, joins Carl Shepherd, fixed income portfolio manager at LGPS Central, and Tom Davies, head of policyholder investment office at Standard Life, to discuss how the asset class has evolved and where EMD may fit within institutional fixed income portfolios today.

 

The discussion covers the development of hard and local currency markets, EMD’s potential role as a source of income and diversification, and the importance of country-level differentiation across a broad and complex opportunity set.

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