EM Lens: Identifying Alpha Opportunities in EM Fixed Inco...

What this episode covers

Creditors are returning to emerging market fixed income as supply-demand technicals are supportive, rating momentum is positive and real-yield differentials are wide. Thys Louw, emerging market fixed income portfolio manager at Ninety One, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to discuss alpha potential in EM hard- and local-currency debt. Louw and Sassower assess the allocation gap among institutional investors and the effect of rising cross-asset correlations on EM fixed income returns.

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How long is this episode of FICC Focus?

This episode is 33 minutes long.

When was this FICC Focus episode published?

This episode was published on April 21, 2026.

What is this episode about?

Creditors are returning to emerging market fixed income as supply-demand technicals are supportive, rating momentum is positive and real-yield differentials are wide. Thys Louw, emerging market fixed income portfolio manager at Ninety One, joins...

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