Strategy Note /
Global

Fixed Income Strategy: Top picks for H2 2022

  • Our Top 5 picks for the second half of 2022 are Ghana, Mozambique, Nigeria, Pakistan and Uzbekistan

  • Soaring global inflation and the twin shocks of war and rates present major shock to external funding conditions for EM

  • With 1/3 of EM sovereigns priced in distress there are concerns over a new wave of defaults, but also pockets of value

Fixed Income Strategy: Top picks for H2 2022
Stuart Culverhouse
Stuart Culverhouse

Chief Economist & Head of Fixed Income Research

Patrick Curran
Patrick Curran

Senior Economist

Tellimer Research
20 July 2022
Published byTellimer Research

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