EM Fixed Income: Has positioning run too far?

Jonny Goulden and Saad Siddiqui discuss positioning in EM fixed income assets and whether this could put the brakes on performance in the near term. This podcast was recorded on 26 January 2023. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4317702-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.