Valentina Chen, Head of the Emerging Market Debt Team shares the team’s thoughts on emerging market fixed income landscape in this video commentary series.
“Historical data illustrates a more stable distribution of bond returns compared to equities. In our view, bonds are quite resilient and with far less risk relative to equities.”
Steven Friedman, Senior Macroeconomist, Head of the Macro and Quantitative Solutions Team
EM Fixed Income: Selectivity Is the New Alpha
In the first installment of our EM Playbook series, we discuss how Emerging Markets fixed income has delivered strong returns YTD. As we enter Q4, macro tailwinds—Fed easing, stable volatility, and resilient global growth—remain supportive.