How Middle Income Debt Became The New Safe Haven

The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment · Sep 11, 2026 · 12m · transcript

We drill into the structural shift in global capital flows where middle-income sovereign bonds are quietly outperforming traditional safe havens. With the trade-weighted dollar index at 118.1 and inflation data heating up in August, we examine why investors are rotating away from US Treasuries toward diversified EM debt baskets like EEM and VWO. We break down the yield differential, the role of local currency reserves, and why this specific asset class is reshaping portfolio risk management in late 2026.

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