Deliberating EM debt

Tackling the topics that are most relevant for investors today.

In this series of articles, our EM debt team tackles the topics that are top of investors’ minds and provides insights for asset allocators currently deliberating EM debt.

These topics include:
  • The big picture: How the asset class has evolved; returns over the past 20 years and outlook; how emerging and developed markets are behaving in the new volatility regime.
    See below.
  • Sustainability: green, social, sustainable and sustainability linked-bond market dynamics and relevance; and approaching carbon intensity concerns.
    See below.
  • The allocation decision: where emerging market debt fits and how much exposure makes sense; passive vs. active approaches.
    See below.
  • Filling the gaps: frontier market risks and opportunities; default and recovery rates in EM.
    Coming in Q1.
The big picture

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