Public Publication Content

Is EM debt a win-win situation?


We are upgrading USD-denominated EM debt to overweight from marketweight. Easier monetary policy from the Fed and other central banks takes the pressure off EM currencies. Liquidity, volatility, oil, valuations, and technicals all support EM carry trades.

Ned Davis Research | Fixed Income | Focus | Bi-Weekly

While you wait, explore additional NDR research and solutions.

Institutional Investors

Custom Research

Wealth Managers

Stock Selection

ETF Selection

HubSpot Form for Publications

Get Your Free Publication