The outlook for Emerging Market Bonds in the second half of 2025
The Weekly Globe: in this article, we analyze the performance of emerging market bonds in the first half of the year and project what we can expect from this asset class in the second half, both from a valuation perspective and in terms of the risks involved
By Marcelo Menusso, Chief Credit Strategist
Emerging market hard-currency bonds delivered solid returns in the first half of 2025, despite macroeconomic volatility stemming primarily from US tariffs on imported goods and geopolitical conflicts.
In this article, we analyze the performance of this asset class in the first half of the year and project what we can expect from it in the second half, both from a valuation and risk perspective.
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