- Emerging markets debt could benefit in 2021 from a favorable combination of factors - such as improving global growth and ample liquidity conditions.
- The positive global macro backdrop should be conducive to risk-taking that encourages a rotation away from safe havens such as the U.S. dollar.
- In the United States, the Biden administration will likely have a more conciliatory approach to China, especially regarding trade.
- In recent years there has been an increased focus on the application of ESG indicators to EM debt investing.
For further details see:
6 Themes Driving Emerging Markets Debt