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
A New World Order: Investing In the Multipolar Age
In today’s multipolar world, Emerging Markets are no longer peripheral—they’re essential. As global growth slows and the Fed eases, we believe emerging market fixed income stands out for diversification, quality carry, and long-term opportunity.