Emerging Markets: Resilience Amid Global Fragility

Schroders' June outlook, led by Abdallah Guezour, argues that emerging market debt continues to offer attractive opportunities despite an increasingly complex global environment.

• EM debt remains supported by stronger fiscal and external balances than many developed markets. 
• Market positioning has become more cautious, creating potential upside if geopolitical tensions ease. 
• Commodity-exporting economies, particularly in Latin America, may benefit from persistent supply-side pressures. 

Can emerging markets continue to outperform as global volatility persists? Explore the full report for a deeper assessment of risks, valuations, and regional opportunities.