Looking at Emerging Market Bonds Through New Lenses

Where next for emerging market (EM) bonds? Significant recent developments, including the crash in oil prices and the launch of quantitative easing (QE) programs in a number of EM countries, are expected to have an impact on the asset class for the rest of 2020 and possibly beyond. During our latest policy meetings, the investment team analyzed recent events to determine how they might affect the outlook for EM bonds.