Global Fixed Income Strategy
Strategy Report
EM Sovereign Credit: Diverging From Fundamentals
EM sovereign and corporate credit spreads are set to widen. Within a global credit portfolio, maintain a neutral allocation to EM credit markets versus US corporate credit. Favor EM local currency bonds over EM USD bonds.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | Emerging Markets Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.