2023 looks promising for emerging markets (EM) debt, which appears attractively valued. In this paper, Marcelo Assalin, CFA, partner, head of our EM debt team, shares his thoughts about what to expect from the asset class in 2023.

Investment Management
2023 looks promising for emerging markets (EM) debt, which appears attractively valued. In this paper, Marcelo Assalin, CFA, partner, head of our EM debt team, shares his thoughts about what to expect from the asset class in 2023.
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In this Economics Weekly, we discuss why the Fed may have been right to keep rates below the Taylor rule’s policy prescription for the last two decades, and why a structural change in the inflation regime means it may no longer have that luxury.
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