The Resilience of Emerging Markets Debt (EN)

Описание: Emerging market debt is gaining attention as global interest rates approach a turning point and investors increasingly look beyond traditional US assets. Expectations of US rate cuts, a structurally weaker US dollar and the prospect of stronger economic growth in emerging markets are creating new opportunities for fixed income investors.


In this episode, Shamaila Khan, Head of Fixed Income Emerging Markets and Asia Pacific at UBS Asset Management, discusses the improving fundamentals of emerging economies, including stronger growth, lower indebtedness, favourable credit rating trends and ongoing policy reforms. She also shares insights into investment opportunities across sovereign and corporate debt markets, explaining how an active investment approach can help capture opportunities while managing risks.


🔎 Key Topics:

• The outlook for emerging markets debt
• Global interest rate developments and monetary policy
• US dollar trends and international portfolio diversification
• Economic growth in emerging markets
• Improving fundamentals and lower indebtedness
• Credit rating developments and policy reforms
• Sovereign and corporate debt opportunities
• Active investment strategies and risk management

👤 Speaker:

• Shamaila Khan, Head of Fixed Income Emerging Markets and Asia Pacific, UBS Asset Management

🔗 More podcast episodes and information:
https://www.finanz-ch.ch/






Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt sich nicht um Anlageberatung.





EN: The content of this episode is for general information purposes only and does not constitute a recommendation to buy or sell specific financial instruments. All information is provided without guarantee and does not constitute investment advice.