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TCW’s Foley Looks to EM Debt for Idiosyncratic Carry: EM Lens

EPISODE · Jun 19, 2024 · 21 MIN

TCW’s Foley Looks to EM Debt for Idiosyncratic Carry: EM Lens

from FICC Focus · host Bloomberg Intelligence

Carry has been the primary driver of EM risk premia in recent years, yet the landscape may be shifting as growth improves, inflation recedes and geopolitical uncertainty takes hold. In this month’s EM Lens & Look-Through podcast, Managing Director of Emerging Markets at TCW Penny Foley joins Bloomberg Intelligence Chief EM Credit Strategist Damian Sassower to discuss demand for idiosyncratic carry as investors look to EM for uncorrelated streams of future income. Foley and Sassower touch on election risk, foreign positioning, growth dynamics and central-bank policy divergence.

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TCW’s Foley Looks to EM Debt for Idiosyncratic Carry: EM Lens

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