bearish

EM Fixed Income: Navigating choppier seas with a temperamental compass

137 Views02 Feb 2026 13:11
Podcast
SUMMARY
  • Discussion on recent developments in emerging markets and adjustments in views on EM fixed income
  • Continued bullish outlook on EM currencies and bonds, with focus on reallocation of capital and positive growth outlook
  • Increased volatility and concerns about dollar weakness driving market movements, with emphasis on Asian FX markets.

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  • EM Fixed Income: Navigating choppier seas with a temperamental compass
    02 Feb 2026
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