Thematic Investing
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EM Bonds Blog
March 07, 2025
Read Time 9 MIN
EM debt is thriving despite risks, with stronger currencies and U.S. rate rallies boosting returns. High carry, priced-in tariff concerns, and high real rates support its outperformance.
EM Bonds video
February 18, 2025
Watch Time 5:40 MIN
EM Bonds Blog
February 14, 2025
Read Time 10+ MIN
Tariff risks are being priced differently across countries, with Mexico facing one-off shocks and China in a tit-for-tat cycle.
EM Bonds Blog
January 16, 2025
Read Time 9 MIN
Emerging markets debt outperformed developed markets yet again in 2024. In 2025, war, tariffs, and Fed risks are top of mind to start the year.
EM Bonds Blog
December 17, 2024
Read Time 9 MIN
Emerging markets continue to chug along, despite risks emanating for US Election.
EM Bonds Blog
November 14, 2024
Read Time 10+ MIN
During the month US rates sold off, which we believe only reinforces the case for EM bonds.