Listen to our EM specialist Theo Holland to find out where a buying opportunity has emerged
Growth outperformance versus developed markets is increasing again.
Emerging market GDP minus developed market GDP
Source: International Monetary Fund, World Economic Outlook Database, April 2018
…and a buying opportunity has emerged: EM corporate spreads are trading outside their DM peers
Developed markets high yield versus emerging markets high yield
Source Bloomberg as at 23 May 2018