AT WILLIAM BLAIR
The U.S. Federal Reserve (Fed) has begun raising rates, spurring concerns about the impact on fixed-income returns. Should emerging markets (EM) debt investors be concerned, or could this be a buying opportunity? In this series—based...
When assessing opportunities in emerging markets (EM) debt, we consider both top-down and bottom-up perspectives—and recently, this led us to view two high-yielding Gulf Cooperation Council (GCC) countries as potentially interesting opportunities. Top-down global macro...
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