June 15, 2026 | 1:00pm ET | 1 CE Credit
Emerging Market Hard Currency Debt: opportunities in the current macro environment
Emerging market debt is often misunderstood and frequently overlooked in US portfolios, yet shifting macro conditions, changing global capital flows and improving fundamentals across many emerging economies are forcing investors to take a fresh look at the asset class.
While emerging markets are commonly viewed through a regional or growth driven lens, EM hard currency debt represents a distinct US dollar income opportunity—one shaped by global macro forces, country specific fundamentals and dispersion that active investors can potentially harness over a full cycle.
Join experts from Pictet Asset Management for an educational webcast exploring how emerging market hard currency debt fits into today’s evolving fixed income landscape and what it could mean for diversified US investor portfolios.
What you’ll learn:
- How the current global macro regime is influencing emerging markets and EM debt
- Why emerging markets are not a single risk bucket—and why dispersion matters
- What drives EM hard currency debt returns and how it differs from local EM debt
- How EM hard currency debt compares with US high yield as a portfolio allocation
- Where EM hard currency debt may fit within a diversified US investor portfolio
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