This Report by Allianz provides a comprehensive outlook for emerging market (EM) debt in 2025, highlighting key opportunities and challenges for professional investors.
Key Insights:
• Opportunities: Resilient EM GDP growth (3.4% average) despite revisions; high bond yields from solid issuers offer attractive carry.
• Challenges: Narrowing yield spreads with U.S. Treasuries; inflation risks may limit central banks’ capacity for easing.
• Political Climate: Reduced volatility after major 2024 elections; potential impacts from renewed U.S. tariffs and trade tensions.
• Historical Trends: EM debt has outperformed during prior U.S. tariff cycles and Fed rate cuts.
For detailed analysis and actionable strategies, access the full report.
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