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Higher Yield, Lower Volatility: The Case For EM Debt In 2026

Source: SeekingAlpha

2026-02-25 05:10:00 ET

Eric Fine - 2026 has been a really interesting year so far, mainly due to risks from developed markets. We've had the AI credit concerns that spread into broader tech stocks. We had JGB selling off. We had a new Fed confirmation that was supposed to be hawkish. We had gold up, silver up, gold down, silver down. And what happened yet again, EM sailed right through it and is performing incredibly well. So that's so far how the year is progressing. Very similar to last year, a lot of noise, mostly from developed markets and EM benefiting or at least sailing through....

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Higher Yield, Lower Volatility: The Case For EM Debt In 2026
SPDR Bloomberg Barclays Emerging Markets Local Bond

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