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Nora Szentivanyi

Economist at J.P. Morgan Global Research, specializing in global economic trends and emerging markets. Host of the Global Data Pod podcast.

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Nov 27, 2024 • 27min

EM Fixed Income: Emerging Markets Outlook & Strategy for 2025

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.