Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Middle Income Debt Became The New Safe Haven
With the dollar index climbing to one hundred eighteen point two and global trade deficits widening, investors are fleeing traditional emerging market bets. We examine why middle income sovereign debt is capturing capital that used to flow into riskier assets. Lucas and Luna break down the mechanics of this shift, looking at specific yield differentials and currency hedging strategies that define the current landscape in September twenty twenty six.
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