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Penny Foley and David Robbins, co-heads of emerging markets for fixed income strategies, sat down with Anisha Goodly to discuss their outlook for 2024. Their constructive view is based upon a combination of better growth dynamics in EM relative to Developed Markets, improving inflation globally, reduced U.S. rates volatility and attractive valuations relative to history.
By TCWPenny Foley and David Robbins, co-heads of emerging markets for fixed income strategies, sat down with Anisha Goodly to discuss their outlook for 2024. Their constructive view is based upon a combination of better growth dynamics in EM relative to Developed Markets, improving inflation globally, reduced U.S. rates volatility and attractive valuations relative to history.