Large asset managers are rolling out a wave of actively managed emerging-market ETFs, pitching them as alternatives to benchmarks increasingly dominated by AI stocks.
Stocks and currencies have seen steep losses, with the MSCI equity index posting its biggest weekly drop in six years, and bond yields have jumped.
Corporate bond routs from Sao Paulo to Istanbul are signaling to investors that the standout run in emerging markets may be starting to show some cracks.
Money managers and strategists are betting that the Federal Reserve’s shift back to cutting interest rates will pour fuel on the biggest emerging-market bond rally in years.
Developing-nation currencies pared gains on reports that Federal Reserve Governor Christopher Waller has emerged as a top Fed chair candidate, raising confidence over the independence of the institution and boosting the dollar.
A duo of emerging-market bond veterans at Jeffrey Gundlach’s DoubleLine Capital is taking no chances as Donald Trump rolls out his trade agenda.
One of last year’s best wagers in emerging-market debt is getting a fresh boost from bets the Federal Reserve will finally begin cutting interest rates.
Emerging-market borrowers are piling back into global bond markets, selling about $20 billion in dollar notes in just a few days, all too aware that the window of opportunity may snap shut as suddenly as it opened.
Cracks are appearing in Wall Street’s bullish case for emerging markets as hurdles — from Adani Group’s $108 billion rout to the Federal Reserve’s rate-hiking plans — prompt a more selective approach to investment.
Gold fell after high producer prices exceeded market expectations, reinforcing concerns of the Federal Reserve’s aggressive policy stance to combat stubbornly high inflation.