

Top of the Morning: Emerging Markets - Opportunities in the second half
Jun 27, 2024
Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas at UBS, discusses the evolution and performance of emerging market bonds, comparing them to US Treasuries and investment grade bonds. He also provides insights on short-term opportunities and long-term projections, clarifying misconceptions around investing in emerging market bonds in the second half of the year.
Chapters
Transcript
Episode notes
1 2 3 4
Intro
00:00 • 4min
Comparing Performance of Emerging Market Bonds to US Treasuries and Investment Grade Bonds
04:05 • 2min
Outlook on Emerging Market Bonds: Short-term Opportunities and Long-term Projections
06:12 • 3min
Insights on Emerging Market Bonds for the Second Half of the Year
09:08 • 3min