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Podcast: Fixed income in focus: emerging market debt
In light of a solid macroeconomic backdrop for emerging markets (EM), and a benign currency outlook, why is investor positioning for emerging market debt still light? And what could be the catalyst for renewed interest in the asset class?
Join Uday Patnaik, Head of Emerging Market Debt, and Erik Leuth, Global Emerging Market Economist, as they explore these topics and more – including the EM default cycle (ex-China), potential headwinds, and expectations around the upcoming elections in both Latin America and Asia.
This podcast is hosted by Frances Watson, Content Manager.
You can listen on Apple Podcasts, Audioboom and Spotify
Data sources: IMF (growth) JP Morgan (default rate numbers ex-China and outflows) and inflows (LGIM/World Bank) as at March 2024.
For professional investors only. Capital at risk.
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