# EM Lens: Dispersion Creates Cleaner Entry Points in EM Debt

Page: https://stenobird.com/podcast/ficc-focus-4513680/em-lens-dispersion-creates-cleaner-entry-points-in-em-debt
Text version: https://stenobird.com/podcast/ficc-focus-4513680/em-lens-dispersion-creates-cleaner-entry-points-in-em-debt.md
Podcast: [FICC Focus](https://stenobird.com/podcast/ficc-focus-4513680)
Published: 2026-05-27T10:30:00+00:00
Episode link: https://traffic.megaphone.fm/BLM3418762772.mp3
Audio file: https://traffic.megaphone.fm/BLM3418762772.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ficc-focus-4513680/episodes/em-lens-dispersion-creates-cleaner-entry-points-in-em-debt
Duration seconds: 2170

## Resource

Dispersion is rising across emerging markets, reflecting differences in external balances, policy flexibility and economic proximity to the war in Iran. Pablo Goldberg, EM fixed income portfolio manager at BlackRock, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to assess institutional positioning and investor sentiment across the asset class, as real yields are attractive and fundamentals remain resilient. Goldberg and Sassower discuss inflation expectations, election risk, rating migration and the policy outlook across EMs amid ongoing developments in the Middle East.

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## Transcript

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