What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
Excess Returns
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The Rerating of Emerging Markets
I think one way it could happen is that the develop markets have problems over the next 10 years, which is kind of my central case if I had to have one. To me, the most interesting thing would be the amount of leverage in the developed markets that took to get here,. At the central bank level, there's just an incredible amount of leverage. There's a lot of leverage puffing up those markets. So number one, I agree, but the dynamic might be shrinkage in the other.
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