Investors are reassessing their portfolios and asset allocation due to the uncertainty created by COVID-19 and its potential impact on both the global economy and prices. At this time of rising uncertainty and heightened volatility, we share our latest thoughts on investment opportunities across emerging markets ((EM)) sovereign debt and how we seek to capture them.
Fundamentals Under Pressure But Support Up
The fundamental landscape in emerging markets has deteriorated sharply as the global economy prepares to dive into an economic recession, and we have concerns about the ability of policymakers in EMs to both