EM monthly - Ten reasons to invest in emerging markets

March 19, 2026

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Emerging market credit can provide income, broad global diversification and supportive technical tailwinds, argues Warren Hyland

Emerging market (EM) credit offers a compelling combination of technical support, structural diversification and attractive risk-adjusted return potential. In an environment where many developed market asset classes appear crowded and fully valued, EM credit remains relatively under-owned, supported by favourable supply-demand dynamics and strong underlying fundamentals.

From scarcity-driven technical tailwinds in Asia to limited exposure to AI-sensitive sectors and a central role in global industrial supply chains, EM credit provides differentiated sources of income and resilience. We highlight ten key reasons why EM credit deserves consideration in today’s portfolio construction framework.

Please click here to read ten key reasons why we beleive the asset class deserves consideration today.

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