EM Lens: Cyclical Sweet Spot for EM Persists, Dollar a Key Risk

from FICC Focus · host Bloomberg Intelligence

Emerging market fixed income is off to another strong start in 2026, with scope for further upside as long as the dollar cooperates and cross-asset volatility remains low. Christian Lawrence, chief cross-asset strategist at Cooperative Rabobank, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to discuss investor positioning, currency hedging and event risk. They discuss drivers of institutional demand, including yield differentials, terms of trade, artificial intelligence and geopolitical developments.

Episode metadata supplied by the publisher feed · Published Feb 24, 2026

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EM Lens: Cyclical Sweet Spot for EM Persists, Dollar a Key Risk

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