BlackRock's Goldberg Sees Improving EM Fundamentals

The video discusses the potential of emerging markets as investment opportunities, highlighting the higher yields compared to developed markets. It explores the risks associated with currency fluctuations and the impact of Federal Reserve rate changes. The discussion includes strategies for managing these risks and the importance of timing in investment decisions.

What are the potential benefits of investing in emerging market debt compared to developed market bonds?

How does the influx of money into emerging markets affect the yield and spread of emerging market bonds?

What factors are contributing to the improvement in emerging market growth?

What risks are associated with investing in emerging market debt denominated in local currencies?

How might a stronger U.S. dollar impact emerging market currencies and debt?