Carmen Altenkirch and Nafez Zouk report back from the recent International Monetary Fund/World Bank meetings in Marrakech on the implications for EMD investors.
The mood at the International Monetary Fund (IMF)/World Bank meetings in October may have been less downbeat than in the recent past, but concerns over the negative impact of high US interest rates on emerging market (EM) countries' finances persist.
Aviva Investors' emerging-market debt (EMD) analysts Carmen Altenkirch (CA) and Nafez Zouk (NZ), who attended the meetings in Marrakech, Morocco, give us insight into their discussions.
Following a bruising couple of years for investors, they say 2024 should offer the prospect of positive performance for the EMD asset class so long as...
Carmen Altenkirch and Nafez Zouk are emerging-market debt analysts at Aviva Investors
