Post by Aviva Investors

💡 Investors seem to be getting more discerning, separating winners from losers within the EM debt universe. Financial resilience is being rewarded, where the reflexive EM crisis narrative feels increasingly outdated. We explain why many EM countries are better placed to withstand the current oil price shock than in the past. Those to have strengthened their financial position are being rewarded. Read this month's Bond Voyage, by Carmen Altenkirch and Tanya Vinnikova below 👇 #FixedIncome