FICC Focus
FICC Focus
Bloomberg Intelligence
Ninety One’s Kent on Blurring Lines Between EM and DM: EM Lens
24 minutes Posted Jul 18, 2025 at 10:30 am.
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Traditional safe havens are misbehaving as the once-distinct boundaries between emerging and developed markets begins to blur. Peter Kent, co-head of Emerging Market Fixed Income at Ninety One, joins Bloomberg Intelligence chief EM fixed-income strategist Damian Sassower to break down the risks and opportunities facing asset allocators across the globe. Kent and Sassower touch on global trade, supply shocks, capital flows, fiscal balances, investor positioning and currency volatility as the perceived safety of developed market debt is called into question.