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
Emerging Markets Debt: Clearer Skies Ahead?
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Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting
William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.
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