bullish

EM Fixed Income: (EM) Credit where credit’s due

757 Views22 Sep 2025 13:54
Podcast
SUMMARY
  • Despite a mixed Fed meeting, EM markets continue to rally in FX and rates
  • EM local markets still in a good place with upside potential in growth and improving flow picture
  • Sovereign credit markets have had a strong performance year to date, with investors feeling optimistic but also acknowledging the need to be humble in assessing macro risks and valuations.

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