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Top 5 fixed income picks and outlook for 2023

  • We hosted a client presentation this week after publishing our top picks for 2023 and outlook for the year ahead

  • Our top picks comprise Buys on sovereign bonds in Ghana, Mozambique, Nigeria, Pakistan and Tajikistan

  • After a brutal year, expectations of a Fed pivot could trigger virtuous circle for EM of weaker dollar and lower rates

Top 5 fixed income picks and outlook for 2023
Stuart Culverhouse
Stuart Culverhouse

Chief Economist & Head of Fixed Income Research

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Tellimer Research
17 December 2022
Published byTellimer Research

We hosted a presentation for Tellimer Insights Pro clients this week following the publications of our 2023 top picks and outlook, and 2022 review.  

Our Top 5 picks comprise Buys on hard currency sovereign bonds in Ghana, Mozambique, Nigeria, Pakistan and Tajikistan.

Four of these Buys (Ghana, Mozambique, Nigeria and Pakistan) are unchanged from our last update in July. We make one change this time around: in comes Tajikistan, out goes Uzbekistan.

Our Top 5 picks

We also highlighted seven other trades to watch, or themes, for the year ahead, namely Argentina, Ukraine, Venezuela, Rwanda, sovereign default risks, restructuring plays in Sri Lanka and Zambia, and local debt plays in Uganda and Zambia.

For the full client presentation on the outlook for fixed income and more detail on our Top 5 picks and trades to watch, click on the "Download" button.

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