Subscribe
Sign up for timely perspectives delivered to your inbox.
EM debt outlook
Portfolio Manager Thomas Haugaard discusses the environments in which emerging market debt hard currency performs and how 2023 is shaping up.
19 Mar 2023
16 minute watch
16 minute watch
Key takeaways:
- Emerging markets kicked off their hiking cycles quicker than developed markets, with the end of their tightening cycles likely presenting some opportunities for investors.
- The global macro environment is more supportive as inflation declines, China rebounds, Europe avoids an energy crisis and global growth tilts towards emerging markets.
Related insights
19 Mar 2023
16 minute watch
16 minute watch
Key takeaways:
- Emerging markets kicked off their hiking cycles quicker than developed markets, with the end of their tightening cycles likely presenting some opportunities for investors.
- The global macro environment is more supportive as inflation declines, China rebounds, Europe avoids an energy crisis and global growth tilts towards emerging markets.