Phoenix Kalen

Global head of emerging market research at Société Générale, providing analysis on EM local rates, FX, and macro drivers with expertise in investor positioning and policy cycles.

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Jan 7, 2026 • 24min

EM Lens: Between a Rally and a Hard Place in EM Local Rates

Phoenix Kalen, the global head of emerging market research at Société Générale, shares her insights into the future of EM local rates and FX. She discusses the drivers behind 2025’s expected outperformance, highlighting inflows and favorable fundamentals. Kalen explores the dynamics of dollar strength and suggests that frontier markets, especially in LATAM and Turkey, present high-carry opportunities. Additionally, she analyzes specific country risks in the context of upcoming elections and evaluates the fiscal landscape for emerging markets.

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