IN FOCUS6-8 min read

EMD’s viability amid profound global change

We believe EMD lines up very well with the new regulatory and market regime that is upon us. In our view, the starting point for many EM countries is advantageous and could provide investors relative comfort when selecting investments that are positioned for this less familiar economic and market environment.

28/03/2023
sustainability-crowd

Authors

John Mensack
Investment Director, Fixed Income
David Knutson
Head of US Fixed Income Product Management
figure 1_ Percentile ranked real 10-year yield (10-year yield minus 12-month forward consensus inflation forecast)
figure 2_Cumulative forecast of interest-to-revenue growth for DMs and EMs (2021-2027)

Authors

John Mensack
Investment Director, Fixed Income
David Knutson
Head of US Fixed Income Product Management

Topics

Emerging Markets
Regime shift
Fixed Income
3D Reset

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