Brief
EM Debt Emerges as Top Relative-Value Play for Yield
Executive Summary Emerging market debt is regaining momentum after a three-year capital flight, with more than $17 billion of net inflows so far this year and improving sovereign credit quality suppor
Summary
Executive Summary Emerging market debt is regaining momentum after a three-year capital flight, with more than $17 billion of net inflows so far this year and improving sovereign credit quality supporting the case for both hard-currency and local-currency strategies.
The trade remains sensitive to the U.
S. dollar and geopolitics, but it is a compelling way...
Source
- Connect CREconnectcre.com
