This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.

Key Highlights  


  • The return on emerging markets (EM) debt was a more moderate over the month. The yield on EM debt was virtually unchanged.
  • We remained overweight in select high yield credits with modest risk exposure and maintained overweights in Argentina and Indonesia.
  • The continuing global backdrop of low recessionary risk and low inflationary pressure remains positive for EM debt and risk assets.
  • We expect to see more volatility in the fourth quarter in view of the US elections and potential for some political noise in Europe.


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