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.
Duration: 9 Mins
Date: Apr 15, 2026
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.
Tune-in to listen to our Quarterly Perspectives episodes on Apple Podcasts, Buzzsprout, and Spotify.
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