Latest / The Wealth Enterprise Briefing
Are Stronger Fundamentals Changing the Case for Emerging Market Debt?
Emerging market debt has long carried a reputation for sharp swings, political uncertainty and sovereign defaults. Yet over the past year and a half, the asset class has outperformed U.S. Treasuries, high-yield corporate bonds and the broader U.S. bond market, even as geopolitical risks have increased.
In a recent episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame examine what may be behind that performance and what it could mean for fixed-income investors.
They talk through:
Stronger fiscal and monetary policies across emerging…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.