Episode
EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook
- Podcast
- FICC Focus
- Published
- Jul 17, 2026
- Duration seconds
- 1389
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/BLM5671494788.mp3
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Summary
Emerging market hard-currency credit continues to outperform most major fixed-income asset classes, yet it also offers a wide range of tactical and relative value positioning. Marcelo Assalin, head of EM debt and portfolio manager at William Blair Investment Management, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed-income strategist, to discuss positioning and performance heading into 2H26. They also examine underlying valuations, with a focus on the fundamental and technical factors that are driving institutional interest in EM fixed income.