by HAGIM GmbH | Dec 16, 2025 | Emerging Markets, Specialist Article
Authors Brazilian corporate bonds are not benefiting from the strong year in emerging markets. The recent weakness reflects an event that upset the balance in a market where macroeconomic conditions had already been weighing on corporate bonds for some time. The...
by HAGIM GmbH | Dec 11, 2025 | Emerging Markets, Nicht kategorisiert, Specialist Article
Investing in Times of Convergence and Regime Change The Blurring Lines Between Developed and Emerging Markets The traditional segmentation of credit markets into developed markets (DM) and emerging markets (EM) is becoming increasingly inadequate for today’s market...
by HAGIM GmbH | Aug 6, 2025 | Emerging Markets, Nicht kategorisiert, Specialist Article
Authors The risk premiums of emerging market bonds are approaching their historic lows, making the market segment appear relatively expensive at first glance. However, those who only look at the surface overlook the fact that the credit quality and resilience of the...