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Emerging market debt: many sides to the story

We highlight key themes in EMD this year, increasing geopolitical fragmentation, and investment opportunities in countries and sectors.

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Anthony Kettle
Feb 06, 2026

Dispelling the myths about emerging market debt

We dispel 3 EMD myths masking it’s the world's largest credit market, maintains investment grade ratings and exhibits stronger fundamentals than DM.

Ways to access emerging market debt

We introduce a framework to help investors consider the most suitable way to access emerging market debt.

Why invest in emerging market debt?

We outline how EMD provides diversification, a potential yield advantage to developed markets and a fertile hunting ground for active managers.

AI comes for software - who will be MoltBot's next target?

AI agents are now talking to each other and socialising online, speaking in a language that only they understand!

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Mark Dowding
Feb 06, 2026

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