As growth bottoms out and tail risks ease, attractive valuations support the case for emerging markets currencies.
This edition of CIO Weekly Perspectives comes from guest contributors Rob Drijkoningen and Vera Kartseva of Neuberger Berman’s Emerging Markets Debt team.
In mid-October, the Neuberger Berman Emerging Markets Debt team held its off-site gathering in Washington, D.C., on the heels of the annual meetings of the Board of Governors of the World Bank Group and the International Monetary Fund.
The general feel from World Bank/IMF sessions was one of caution but not great anxiety. Supply chains and