Emerging Markets Credit: Why Now?

Podcast

April 1, 2026

We are pleased to share the first episode in our three-part series, exploring the evolving opportunity set across emerging market credit.

Joined by Warren Hyland, we discuss the key drivers shaping the asset class today, from positioning dynamics and global liquidity to regional growth trends, against a backdrop of heightened market volatility in recent weeks.

Among the key insights:

  • Persistent under-allocation to EM may create a supportive technical backdrop
  • Relative resilience versus developed markets during recent volatility
  • A constructive long-term growth outlook, particularly across Asia

The episode builds on our recent article “10 Reasons to Invest in Emerging Markets,” which is available to read here.

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Sources: Muzinich & Co. as of 31st March 2026

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