Fiscal Dominance: The Clarifying Lens for EM (and DM) Bonds
January 28, 2024 at 07:30 AM EST
By Eric Fine, Portfolio Manager, Head of Emerging Markets Active Debt, and Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income In this analysis, we explore emerging markets’ superior fiscal and monetary policy stance and why it is leading to outperformance over their developed markets counterparts. “It ain’t what you don’t know that gets you into [...] The post Fiscal Dominance: The Clarifying Lens for EM (and DM) Bonds appeared first on ETF Trends .