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EM Fixed Income: Frontier Markets Focus

At Any Rate

00:00

Investor Optimism but Selectivity

Let's start with the overall EM frontier market environment. Many frontier economies have performed well this year. What was your impression from the conference? Do you think investors are still looking to be fully invested in these countries, or was the impression that investors are a bit more cautious and will be more selective going forward? Nicolaie describes broad optimism, a tilt to local markets over credits, and selective credit positioning.

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