Jun. 25, 2025 3:15 AM ETPCY, EMB, EMCB, EMHY, HYEM, CEMB, VWOB, EMTL, JPMB, KHYB, EMBD, EMHC, CEW, ELD, CBON, EMLC, EBND, LEMB, FEMB, FAIL, PGDDF, AYTEF, JEMTF, HEEMWilliam Blair809 Followers(3min)SummaryWe believe the market selloff has provided investors with attractive opportunities to increase allocations to EM debt.EMs now account for nearly half of Chinese outbound trade, and that could increase.EM debt fundamentals remain solid, with a healthy growth premium over developed markets likely to persist through 2026, in our opinion.Despite concerns over inflation from potential tariffs, our positive outlook for the 10-year U.S. Treasury yield is unchanged.Valerii Evlakhov/iStock via Getty ImagesThe United States’ tariff announcement on April 2, 2025, created significant market volatility, as the tariffs were perceived as higher, broader, and more punitive than expected, and the implementation sooner. Since then, the tariff war with many countries has de-escalated, but uncertainty is keepingThis article was written byWilliam Blair809 FollowersWilliam Blair is committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. We work closely with the most sophisticated investors globally across institutional and intermediary channels. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies. We are based in Chicago with resources in New York, London, Zurich, Sydney, Stockholm, and The Hague, and dedicated coverage for Canada.CommentsRecommended For You