The Resilience of Emerging Markets Debt - FINANZ26
We consider emerging market debt increasingly attractive as global interest rates have peaked, with US rate cuts expected and Swiss rates already at zero. Investors are diversifying away from US assets, supported by a structurally weaker dollar and a growth outlook where emerging markets are set to outperform developed markets. Fundamentals in emerging economies are improving, with strong growth, lower indebtedness, favorable credit rating trends, and ongoing policy reforms. UBS stands out with a high-performing EMD team, leveraging a dynamic investment process and global expertise to capture opportunities and manage risks across sovereign and corporate debt markets. In this session Shamaila Khan, our Head of Fixed Income Emerging Markets and Asia Pacific, will share her views and discuss your questions on EMD in an interactive exchange. Topic: The Resilience of Emerging Markets Debt Speaker: Shamaila Khan

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