Post by PIMCO

Name: Two-thirds of global output comes from emerging markets (EM). Most portfolios carry only about 3% to
Uploaded: 2026-07-07T19:32:27.598Z
Channel: PIMCO
Description: Two-thirds of global output comes from emerging markets (EM). Most portfolios carry only about 3% to 5% allocation. That gap is the trade. Watch as Pramol Dhawan breaks down the convergence story ta

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Two-thirds of global output comes from emerging markets (EM). Most portfolios carry only about 3% to 5% allocation. That gap is the trade. Watch as Pramol Dhawan breaks down the convergence story taking shape, what fragmentation means for fixed income, and why EM real yields look compelling versus developed markets right now. Learn more here: https://pim.co/0bdd25

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