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.