Emerging market debt: Frontiers, fundamentals, and falling inflation

Investment Director, Emerging Market - Fixed Income Anthony Simond joins Host Paul Mohr on the latest Quarterly Perspectives episode to discuss how risk‑on sentiment, tighter spreads, and a wave of inflows returned the asset class to form, with hard‑currency sovereigns rallying more than 14% and frontier markets surging nearly 20% – a reminder of how sharply emerging market debt can respond when global conditions align.

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Important information

Projections are offered as opinion and are not reflective of potential performance. Projections are not guaranteed and actual events or results may differ materially.

Foreign securities are more volatile, harder to price and less liquid than U.S. securities. They are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.

Fixed income securities are subject to certain risks including, but not limited to: interest rate (changes in interest rates may cause a decline in the market value of an investment), credit (changes in the financial condition of the issuer, borrower, counterparty, or underlying collateral), prepayment (debt issuers may repay or refinance their loans or obligations earlier than anticipated), call (some bonds allow the issuer to call a bond for redemption before it matures), and extension (principal repayments may not occur as quickly as anticipated, causing the expected maturity of a security to increase).

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