With many EM elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But with geopolitical tensions continuing to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Some of the major risks facing emerging markets (EM) debt heading into this year have either passed or subsided. Many EM elections, for instance, are now behind us.
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The EM debt universe is larger, more diverse and higher quality than many investors perceive, offering compelling opportunities today. Given the uncertainties ahead, investors may benefit from taking a blended approach.
Chairman, President & CEO Mike Freno Mike Freno spoke with IPE about Barings’ approach to long-term growth and the evolving opportunity across private markets.
Welcome to this month’s edition of Where Credit Is Due—a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.