# EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook

Page: https://stenobird.com/podcast/ficc-focus-4513680/em-lens-william-blair-s-assalin-remains-bullish-on-em-outlook
Text version: https://stenobird.com/podcast/ficc-focus-4513680/em-lens-william-blair-s-assalin-remains-bullish-on-em-outlook.md
Podcast: [FICC Focus](https://stenobird.com/podcast/ficc-focus-4513680)
Published: 2026-07-17T10:25:00+00:00
Episode link: https://traffic.megaphone.fm/BLM5671494788.mp3
Audio file: https://traffic.megaphone.fm/BLM5671494788.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ficc-focus-4513680/episodes/em-lens-william-blair-s-assalin-remains-bullish-on-em-outlook
Duration seconds: 1389

## Resource

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.

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## Transcript

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