Fixed-Income Capabilities

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Emerging Market Insights

Category Tag:Emerging Markets Debt | Category Tag:International/Global | Category Tag:Outlook

2024 Outlook: Emerging Markets Debt
Article published on:December 6, 2023

Technicals Tailwind Expected for Emerging Markets Debt in 2024

KEY POINTS
1. Many emerging markets (EM) central banks were early and more aggressive in tightening policy than their developed market peers, which is helping to tame inflation and opening the way for more growth-friendly policy.
2. We expect net inflows to rebound into EM debt in 2024, providing a technicals tailwind for the asset class.
3. The asset class remains susceptible to macro sensitivity, which places an added emphasis on in-depth country and company research to guide judicious credit selection.
Picture of Marshall L. Stocker, Ph.D., CFA

Article published byMarshall L. Stocker, Ph.D., CFA

Co-Head of Emerging Markets Debt

Portfolio Manager

Picture of Kyle Lee, CFA

Article published byKyle Lee, CFA

Co-Head of Emerging Markets Debt

Portfolio Manager