Why the Emerging-Market Bond Rally May Just Be Getting Starting

The video discusses the strong start of the year for emerging markets debt, highlighting its best performance since 2001. It compares emerging markets bonds with US bonds, noting a significant gain in dollar bonds. The video also analyzes the yield premium of emerging markets debt, which has contracted but remains higher than in previous years. Despite the rally, investment firms like JP Morgan and BlackRock see continued upside potential.

What notable achievement did emerging market bonds reach at the start of the year?

• Best start since 2001

• Best start since 2013

• Worst start since 2013

• Worst start since 2001

How did emerging markets perform compared to the US?

• Underperformed significantly

• Performed equally

• Outperformed

• No change in performance

What was the gain in dollar bonds mentioned in the video?

• 4%

• 3%

• 2.5%

• 1%

What is the current status of the yield premium for emerging markets debt?

• Higher than in 2019

• Unchanged since last July

• At its lowest since last July

• At its highest since last July

What is the perspective of JP Morgan Asset Management and BlackRock on emerging markets debt?

• Stable with no change

• Continued upside potential

• Potential downside

• No potential for growth