Neuberger·2026-06-25·via All Articles on Seeking Alpha
Summary
With $44 trillion total tradable emerging markets debt, the asset class represents 27% of the $162 trillion global fixed income market.
Emerging markets historically provided exceptional economic growth potential, but often endured extreme price volatility given less mature financial systems, higher debt loads, unpredictable inflation and greater vulnerability to economic shocks.
Given the tendency of global fixed income strategies to underrepresent the EMD asset class, we believe that it could be time for investors to consider EMD on a standalone basis.
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Investors often limit their EMD exposure to a sleeve within global strategies, potentially leaving them underexposed to a compelling asset class. We think that may be a mistake.
