Emerging market debt: Frontiers, fundamentals, and fractures

Geopolitical stress meets improving fundamentals – listen as our in-house emerging market debt experts unpack what today’s fractures mean for markets, valuations, and opportunity.

Authors

Edwin Gutierrez

Head of Emerging Market Sovereign Debt

Jack Kirkpatrick

Senior Director, Institutional Business Development

Q1 2026 Quarterly Perspectives: Emerging market debt

Duration: 9 Mins

Date: Apr 15, 2026

“In contrast to ... 2022, emerging markets and frontier markets are in a much better position, fundamentally speaking.”

As geopolitical tensions and energy price dynamics reassert themselves, emerging market debt has shown a measured response. In Quarterly Perspectives' latest episode on emerging market debt, our investment leaders explore why.

Head of Emerging Market Sovereign Debt Edwin Gutierrez joins host Jack Kirkpatrick look back at the first quarter before exploring how markets are digesting rising geopolitical risk – and how today’s stronger fundamentals are helping keep credit spreads relatively contained.

Transcript

Tune-in to listen to our Quarterly Perspectives episodes on  Apple Podcasts, Buzzsprout, and Spotify.

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