In 2022, emerging markets are poised to outperform the developed world, as Western policymakers tighten monetary policy and withdraw fiscal stimulus. Portfolios should be reallocated to those parts of the world that are beneficiaries of this macroeconomic backdrop.

Arif Joshi

With attractive valuations and global investors underweight the asset class, the case for a dedicated Emerging Market Debt allocation is growing ever stronger.

Arif Joshi | 0.50 CE

EM debt is a relatively new asset class. In any liquid format, it's only been around for about 20 years - and the most attractive part of the EM debt market has yet to re-rate.

Arif Joshi