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EM Fixed Income: Emerging Markets Outlook and Strategy: Hold reduced EM exposure into the summer as market pricing and positioning are downplaying risks

At Any Rate

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Navigating Emerging Market Currencies: Caution Amidst Short-Term Corrections

This chapter examines the interplay between emerging market fixed income assets and global economic trends, with a particular emphasis on the influence of the US dollar on EM currencies. It discusses the potential recovery of EM currencies following a prolonged downturn, alongside technical signals and seasonality considerations for investors.

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