Perspectives
April 6, 2023

Opportunities in Emerging Market Debt

Valentina Chen, Co-head of EMD, explores the outlook across currencies, rates and corporate bonds both local and hard currency and set out views on where value may lie.

By MacKay Shields Emerging Market Debt Team

Climate Implications

EM Debt Offers Structural Risk Premium

Valentina Chen, Co-Head of Emerging Market Debt at MacKay Shields joins the Virtual Panel to discuss her thoughts on why EM is attractive.

Strength of Fundamentals

In Part 2 of the Virtual Panel, Valentina Chen discusses Net Leverage Ratio and how EM stacks up with the rest of the developed markets.

Climate Implications

Emerging vs. Developed Market Growth Differential

In Part 3, Valentina Chen gives her views on the importance of Growth Differentials in the asset class verses developed markets.

Has inflation been successfully contained within Emerging Markets?

Finally, Valentina Chen reviews inflation and the rate hikes throughout Emerging Markets.

Important disclosures:

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Information contained herein has been obtained from sources believed to be reliable, but not guaranteed by MacKay Shields.

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