Talking heads – Emerging market debt: Don’t look the other way

In a contrarian call, our emerging market debt team sees appealing opportunities in EM bonds. Specifically in those markets where inflation is likely to peak ahead of developed markets in which investors are having to adjust to the prospect of higher real yields. EM segments that were oversold late last year also represent areas worth investor attention as a recovery takes hold. Hosted by Ausha. See ausha.co/privacy-policy for more information.