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Beta Buckets

EM Debt 2024: Solid Beginnings

Marco Ruijer, CFA
Emerging Markets Debt

Emerging markets (EM) debt performed well in the first quarter of 2024, and we anticipate more of the same in the next quarter, thanks to a benign global macro backdrop, solid EM credit fundamentals, improving...

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,...

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