Schroders' June outlook, led by Abdallah Guezour, argues that emerging market debt continues to offer attractive opportunities despite an increasingly complex global environment.
- EM debt remains supported by stronger fiscal and external balances than many developed markets.
- Market positioning has become more cautious, creating potential upside if geopolitical tensions ease.
- Commodity-exporting economies, particularly in Latin America, may benefit from persistent supply-side pressures.
Can emerging markets continue to outperform as global volatility persists? Explore the full report for a deeper assessment of risks, valuations, and regional opportunities.
Continue reading this article?
Register for free and get access to Investment Officer International:
- Exclusive for professional investors
- Cancel anytime
- Unlimited access: web, app and newsletters
Registration takes less than 1 minute.
No payment details required
Register for free and get access to Investment Officer Luxembourg:
- Exclusive for professional investors
- Cancel anytime
- Unlimited access: web, app and newsletters
Registration takes less than 1 minute.
No payment details required
