{"podcast":{"title":"FICC Focus","slug":"ficc-focus-4513680","podcast_index_feed_id":4513680,"rss_url":"https://feeds.megaphone.fm/BLM4409767076","website_url":null,"image_url":"https://megaphone.imgix.net/podcasts/88e3cbf6-2784-11ec-a959-6301b8439f12/image/FICC_Focus3000.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Bloomberg L.P.","episode_count":603,"summary":"FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.","last_synced_at":"2026-09-04T22:20:35.152300+00:00","page_url":"https://stenobird.com/podcast/ficc-focus-4513680"},"episode":{"title":"EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook","slug":"em-lens-william-blair-s-assalin-remains-bullish-on-em-outlook","published_at":"2026-07-17T10:25:00+00:00","page_url":"https://stenobird.com/podcast/ficc-focus-4513680/em-lens-william-blair-s-assalin-remains-bullish-on-em-outlook","show_page_url":"https://stenobird.com/podcast/ficc-focus-4513680","url":"https://traffic.megaphone.fm/BLM5671494788.mp3","audio_url":"https://traffic.megaphone.fm/BLM5671494788.mp3","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.","meta_description":"Emerging market hard-currency credit continues to outperform most major fixed-income asset classes, yet it also offers a wide range of tactical and relati…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1389,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ficc-focus-4513680/episodes/em-lens-william-blair-s-assalin-remains-bullish-on-em-outlook/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ficc-focus-4513680/em-lens-william-blair-s-assalin-remains-bullish-on-em-outlook.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}