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AT WILLIAM BLAIR

Beta Buckets

Looking for Opportunities in Longer Duration

Marco Ruijer, CFA
Emerging Markets Debt

We anticipate a strong 2024 for emerging markets (EM) debt on the back of a significant improvement in the global macro backdrop. While it appears likely that the global economy will continue to gradually decelerate,...

Overweight/Underweight in Emerging Markets Debt

Marco Ruijer, CFA
Emerging Markets Debt

Despite the recent headwinds from rising U.S. Treasury yields, we have not changed our constructive medium-term outlook for emerging markets (EM) debt. Duration performed poorly as policy rates around the world sharply adjusted over the...

Strength in Emerging Markets Debt

Marco Ruijer, CFA
Emerging Markets Debt

It was a strong quarter for emerging markets (EM) debt despite a mixed economic backdrop around the world. Market volatility subsided, aiding investor demand for higher-carry strategies. Positive EM debt performance was even more impressive,...

Is Emerging Markets Debt Well Positioned?

Marco Ruijer, CFA
Emerging Markets Debt

Despite softer economic conditions globally, emerging markets (EM) credit fundamentals remain supportive—and while we see some pockets of weakness, especially among energy- and food-importing countries, overall we believe EM debt is well positioned to withstand...

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