Beta Buckets

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...

Resilient Fundamentals in Emerging Markets Debt

Marco Ruijer, CFA
Emerging Markets Debt

Emerging markets (EM) debt investors face headwinds in the last quarter of the year, thanks to monetary tightening, geopolitical tensions, energy crises, and economic weakness in China. But despite the uncertainty, we have a constructive...

Clouds Clearing for Emerging Markets Debt?

Marco Ruijer, CFA
Emerging Markets Debt

While the near-term outlook for global economic growth remains clouded by a combination of recession fears, inflationary pressures, and the possibility of faster monetary policy tightening globally, we expect an improvement in investor sentiment during...

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