EM Debt Looks Attractive, Says JPMorgan Asset Management’s Dysenchuk

The video discusses the roles of central banks in the global economy, highlighting the differences between developed and emerging markets. It explores the potential benefits and drawbacks of interest rate cuts in emerging markets, emphasizing the relative attractiveness of EM debt. The discussion also covers long-term yield trends and the positive environment for fixed income investments. Concerns about rising debt levels in emerging markets are addressed, with a focus on the implications of a low interest rate environment.

In what ways can the relative attractiveness of EM debt be assessed compared to developed markets?

What factors contribute to the potential for further debt accumulation in emerging markets?