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.
- Sustainability: green, social, sustainable and sustainability linked-bond market dynamics and relevance; and approaching carbon intensity concerns.
- The allocation decision: where emerging market debt fits and how much exposure makes sense; passive vs. active approaches.
- Filling the gaps: frontier market risks and opportunities; default and recovery rates in EM.
Coming in Q1.