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.

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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This material contains the opinions of certain professionals at MacKay Shields and are subject to change without notice. This material is distributed for informational purposes only. Forecasts, estimates, and opinions contained herein should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Any forward-looking statements speak only as of the date they are made and MacKay Shields assumes no duty and does not undertake to update forward-looking statements. Past performance is not indicative of future results. No part of this document may be reproduced in any form, or referred to in any other publication, without express written permission of MacKay Shields LLC. ©2023, MacKay Shields LLC. All Rights Reserved.

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