Market Talk

A divergent recovery for emerging markets


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Emerging markets have so far staged a seemingly synchronised recovery from the Covid-19 crisis, with spreads narrowing across the EMD sub-asset classes. Going forward, the recovery will become patchy as certain segments and regions benefit from opportunities for growth while others fall behind. In our latest podcast, Head of EMD Marcin Adamczyk and Client Portfolio Manager Bregje Roosenboom explore what the future could hold for emerging markets debt. They discuss how the upcoming US elections might affect the asset class, what developing trends are on the horizon, and why we currently prefer the high yield segment of the universe.
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Market TalkBy NN Investment Partners