Insights

Emerging markets debt: Rebounding the asset class

In the latest episode, we recap the final quarter of 2024 before shifting focus to high-yield opportunities in sovereign and corporate bonds while urging caution about non-dollar currencies due to global economic uncertainties.

Authors

Brett Diment

Head of Global Emerging Market Debt

Paul Mohr

Senior Director, US Institutional Business Development

Duration: 8 Mins

Date: Jan 15, 2025

While there are "still some challenges in non-dollar currencies ... there could be some opportunities, we think, rebounding the asset class."

In the latest Quarterly Perspectives podcast, Head of Global Emerging Markets Debt Brett Diment joins host Paul Mohr to review the last quarter of 2024 before sharing his outlook for emerging markets fixed income.

Brett and Paul provide their insights and perspectives for 2025, focusing on high-yield opportunities in sovereign and corporate debt while expressing caution around non-dollar currencies due to uncertainties surrounding US tariff policies and global economic conditions.

Transcript

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

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.

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