EM Fixed Income: The curious case of sovereign credit underperformance versus local markets

Jonny Goulden and Saad Siddiqui discuss the curious case of Emerging Market credit underperformance versus local markets. This has occurred despite market focus on higher US rates which is typically worse for local markets. They discuss whether this is just early 2022 market noise or whether there is more signal.

This podcast was recorded on 03 February 2022.

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