Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Emerging Market Debt (Hard)
Emerging market debt: All eyes on the US
Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
At a time of rapid global change, what does Asian EMD offer investors?
Once considered a niche of a niche, emerging market debt has come to the fore as a way to access the world’s most dynamic region.... 
How could uncertainties around US policy impact emerging markets?
The new administration in Washington is pursuing radical changes to global trade – what consequences could these have for rising economies? 
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
Emerging market debt: Will strong fundamentals drive resilience?
Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges. 
Emerging market debt: All about the yield
Challenges for the asset class, in the form of unexpected election outcomes and volatility in US rates, have given way to relative calm in the... 
India’s time to shine
As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the BJP and consider how index inclusion could energise... 
Emerging market debt – a fair wind
We believe emerging market (EM) credit returns this year will be led by both carry and a rally in high yield credit spreads. Recommended content for you
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