EM Fixed Income: Getting fully back on the EM horse

267 Views16 Feb 2026 15:36
Podcast
SUMMARY
  • Markets have seen a strong run up in asset prices at the start of the year, with some tech wobbles impacting EM fixed income to a lesser degree.
  • Key drivers for EM fixed income include structural improvements in EM currencies and a more cyclical theme of global growth improvement.
  • Despite concerns about tech stock disruptions and valuations, the overall outlook for EM growth remains positive, with a focus on EM currencies and local bonds.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Price Chart(Sign Up to Access)
analytics-chart
  • EM Fixed Income: Getting fully back on the EM horse
    16 Feb 2026
x