While Emerging Market players share similar characteristics and in aggregate should benefit from the cutting cycle, however local idiosyncratic challenges mean risks will differ across each region, building the case for diversification.
While Emerging Market players share similar characteristics and in aggregate should benefit from the cutting cycle, however local idiosyncratic challenges mean risks will differ across each region, building the case for diversification.
As we navigate global and local risks, its important to keep a spotlight on investment opportunities.
In 2021 as the world adjusted to a post-pandemic environment, the global narrative of transitory inflation shifted to persistent with Central Banks motivating “higher-for-longer” rates given the stubborn resilience of inflation globally.
Investors in search of real yields over the last decade had a significantly simpler decision when choosing to invest between Developed Market (DM) and Emerging Market (EM) fixed income assets.
