At Any Rate cover image

EM Fixed Income: 'Tis the Season for Volatility

At Any Rate

00:00

Navigating Emerging Markets: Key Lessons for 2025

This chapter analyzes the pivotal lessons from the market performance of emerging markets in 2024, highlighting the increasing importance of political factors over economic ones. It warns against consensus trades, using Brazil and Mexico as examples of underperforming markets despite initial optimism.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app