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EM Lens: Identifying Alpha Opportunities in EM Fixed Income
EM Lens
Identifying Alpha Opportunities in EM Fixed Income
Creditors are once again turning 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 the alpha potential in EM hard- and local-currency debt. Louw and Sassower assess the allocation gap among institutional investors and the impact of rising cross-asset correlations on EM fixed income returns.
Apr 21, 2026