Trump 2.0 Returns: Are Emerging Market Bonds Facing a New Investment Opportunity?

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BondWatch Editorial

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In light of renewed geopolitical tensions and market uncertainty—particularly surrounding a potential Trump 2.0 administration and its implications for emerging markets—we examined the performance of emerging market bonds. Despite rising concerns, history shows that EM bonds held up relatively well during Trump’s first term. Our analysis highlights the EM Model Portfolio (selected through the Bondwatch…...

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