Strategy Note /
GlobalThe year so far in EM and frontier fixed income
We assess the main investment themes through the first half of the year
Spiralling inflation, Ukraine/Russia and rising rates pose major problems for external funding conditions for EMs
One-third of EM sovereigns are priced in distress amid default concerns, but pockets of value exist...
Stuart Culverhouse
Chief Economist & Head of Fixed Income Research @ Tellimer Research
Patrick Curran
Senior Economist @ Tellimer Research
25 July 2022
Published byTellimer Research
