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FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
EM Lens: Event Risk Set to Rise Yet EM Should Still Outperform
FICC Focus
25 minutes
3 weeks ago
EM Lens: Event Risk Set to Rise Yet EM Should Still Outperform
Event risk is poised to increase across the emerging-market fixed income landscape, as creditors must contend with elections in Brazil, Chile, Colombia, Hungary, Israel and Peru. Elina Theodorakopoulou, managing director and EM portfolio manager at Manulife Investment Management, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to decompose year-to-date performance in emerging-market debt and set performance targets for 2026. Theodorakopoulou and Sassower touch on topics ranging from fiscal spending and monetary stimulus to new issuance and credit rating migration.
FICC Focus
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
