Building A Bullish Narrative in EM Local Debt: EM Lens

What this episode covers

An improving inflation outlook alongside weaker cross-asset volatility and more moderate global growth is contributing to the bullish narrative in EM local government debt. In this month’s EM Lens & Look-Through podcast, Phoenix Kalen, Head of Emerging Market Research at Societe Generale, joins Chief EM Fixed Income Strategist Damian Sassower to deliver her mid-year outlook on EM local currencies and debt. She discusses the firm's key EM trading themes, and highlights various structural, idiosyncratic and tactical opportunities.

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How long is this episode of FICC Focus?

This episode is 16 minutes long.

When was this FICC Focus episode published?

This episode was published on June 22, 2023.

What is this episode about?

An improving inflation outlook alongside weaker cross-asset volatility and more moderate global growth is contributing to the bullish narrative in EM local government debt. In this month’s EM Lens & Look-Through podcast, Phoenix Kalen, Head of...

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