Why the outlook for EM Debt is looking positive

3. October 2023

Inflation in the USA and Europe remains high, interest rates continue to rise, and global growth remains weak. Where does this scenario leave Emerging Markets (EM), are they coping better with the current environment? We spoke to Robert Simpson, Co-Head EM Hard Currency Debt at Pictet Asset Management, about the outlook for EM debt, and why it is looking positive. Simpson further opines that Emerging Market is not China and outlines the investment opportunities in the diverse EM universe.