The great inversion on emerging markets
Market and economic trends are challenging the idea that EM bonds should trade at a discount to developed economy debt
Market and economic trends are challenging the idea that EM bonds should trade at a discount to developed economy debt

Currencies, bonds and stocks rally as global fund managers diversify away from dollar assets

Developed markets have a debt problem — some investors are looking elsewhere

Banks and companies in emerging markets outside China are issuing debt at the fastest pace since 2021

Despite the gloom over Trump trade war fallout, assets in developing economies are showing strong gains

Developing world stocks outperform US as dollar languishes at three-year lows

Fund managers are overweight developing world equities by the largest margin in more than two years