Last week the Central Bank of Brazil kicked off a rate-tightening cycle following a sharp rise in inflation in recent months, making it the second major emerging market (EM) to raise interest rates since the start of the COVID-19 pandemic. What happened—and is it is...
AT WILLIAM BLAIR
We expect emerging markets (EM) debt issues in local currency to outperform other fixed-income asset classes in coming quarters, and several factors underpin this positive forecast. Watch the video or read the recap below....
The U.S. dollar faces downward pressure due to a combination of macro and technical factors, and we believe a key beneficiary of this trend will be investors in sovereign emerging markets debt (EMD) that is denominated in local currencies. Several factors—a rising...
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