Emerging markets investing tends to be a story of financial crises and panics. Historically, volatile capital flows, fixed currency pegs, and high levels of leverage raised the risks for EM investors. But with more flexible exchange rate management, higher foreign exchange reserves, and more manageable leverage levels, we think the situation in EM is markedly different today. The global economy is in the early stages of a synchronized cyclical growth upswing, creating an environment which can be a sweet spot for EM investors. Join us as Sarvjeev Sidhu, emerging markets debt portfolio analyst, as he discusses current trends in EM investing and makes the case for the asset class in your portfolio.
