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43 summaries
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Mar 4, 2026
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Mar 4, 2026
29 sec read
Added to Just Summit
In emerging markets debt, foreign exchange is not a peripheral detail but often the main source of both risk and return.
Many managers still rely on standing FX instructions with custodians, effectively outsourcing a core driver of performance and giving...
Feb 6, 2026
30 sec read
Added to Just Summit
Foreign exchange markets pose unique challenges for emerging markets debt managers because most trading relies on bilateral credit relationships rather than a central guarantor.
These arrangements embed both credit and execution costs into FX spreads, making it hard to see...
Jan 23, 2026
35 sec read
Added to Just Summit
Emerging markets debt delivered strong returns in 2025, but today’s tight spreads and muted volatility suggest investors are being paid very little to take on benchmark risk.
Dollar-denominated EM debt now offers a spread over Treasuries that is not only...
Dec 11, 2025
33 sec read
Added to Just Summit
Emerging market debt has enjoyed a strong year, but Senegal stands out as a stark exception, with its dollar and eurobonds trading just above distressed levels.
A wave of newly uncovered liabilities has pushed public sector debt to roughly 132%...
Oct 7, 2025
41 sec read
Added to Just Summit
In the ever-evolving world of finance, key trends such as artificial intelligence (AI) are both opportunities and risks for investors.
While AI continues to captivate markets, driving share prices to extremes, it also presents unique challenges for value investors who...