Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Bonds Are Becoming a Safe Haven in 2026
Episode 52 of The Emerging Markets Podcast explores a surprising shift: amid global uncertainty, emerging market sovereign bonds are outperforming developed-market debt. Lucas and Luna dive into the data—how EEM is up 3.2% in five days, and the trade-weighted US dollar index at 120.1 is weakening. They discuss why investors are flocking to EM bonds, the role of central bank gold-buying (a record pace), and what this means for portfolios. Specific examples: Indonesia's 10-year yield drop, and Mexico's strong peso. No clickbait—just the numbers and the story behind them…
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