EMB

Inflection Points: And Just Like That... Rising Election Risk

U.S. Elections: What A Trump Win Would Mean For Emerging Markets Debt

Weekly Report: what happened at EMB last week (0715-0719)?

India Joins Local EM Debt Indices

India Joins Local EM Debt Indices India’s strong GDP growth has made it a standout in the global economy. At the end of June, Indian government bonds joined J.P. Morgan's GBI-EM suite of local currency indices. India has one of the highest public debt levels among emerging markets.

India After The Elections: Structural Story Dented, But Not Derailed

India's recently concluded election saw the National Democratic Alliance retain power, but with a significantly reduced majority. The NDA has retained power with a reduced majority, sparking concerns over potential policy shifts. The positive structural story should largely stay intact. We believe continued fiscal consolidation and a broadly stable policy stance will likely be enough to drive a ratings upgrade for the country.

VWOB: A Great Emerging Market Bond Fund

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

The Yield Advantage In Global Markets

Inflation volatility is decreasing, providing opportunities for investors to benefit from positive real yields. Dan Ivascyn says investors should be patient and take advantage of the yield advantage in global markets. He says there's great value outside of the United States. The US economy is strong and will likely be favorable to emerging markets.