Jahangir Aziz, Head of Emerging Market Economics Research at J.P. Morgan, joins Nora Szentivanyi, Global Economist, and Jonny Goulden, Head of EM Fixed Income Strategy, for a deep dive into Emerging Markets' outlook for 2025. They discuss how upcoming U.S. policies may disrupt inflation and investment strategies in these regions. The impact of fiscal vulnerabilities and the necessity of cautious monetary policy are examined, along with navigation of volatility in fixed income markets, highlighting both risks and opportunities ahead.

EM strategists Jonny Goulden & Saad Siddiqui discuss EM markets, US elections impact, global economic trends, EMEA-EM vs Latin America market performance, relief rally, debt restructuring, bond offerings, and Sri Lanka's agreement

EM strategists Jonny Goulden & Saad Siddiqui discuss the impact of US elections on EM markets, comparing EMEA and Latin America performance, debt restructuring insights, and complex bond negotiations in Sri Lanka.