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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.

Will AI pessimism dominate AI optimism, as we all become more fearful for our future?

AI fears continued this week, as debates intensified over job replacement risks and the potential for widespread economic disruption.

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Mark Dowding
Feb 20, 2026

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