Wall Street Misses out on Local EM Bond Rally

The video discusses the rally in emerging market local currency bonds, highlighting Latin America's strong performance. It examines the performance and risks of emerging market debt (EMD), noting the influence of US dollar strength and investor risk aversion. The video also explores global investor sentiment, particularly towards China and India, and outlines key investment themes for 2023, including seeking income, non-US investments, and hedging against volatility.

What risks do investors face in the current environment regarding emerging market debt?

How does the performance of the Chinese economy affect investor sentiment towards emerging markets?

What are the three main themes investors should consider for the rest of 2023?