Opportunities in Emerging Markets – TCW’s 2024 Outlook
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Description
Penny Foley and David Robbins, co-heads of emerging markets for fixed income strategies, sat down with Anisha Goodly to discuss their outlook for 2024. Their constructive view is based upon a combination of better growth dynamics in EM relative to Developed Markets, improving inflation globally, reduced U.S. rates volatility and attractive valuations relative to history.
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In this episode of the TCW Investment Perspectives Podcast hosted by Dave Vick, Jerry Cudzil and Jeff Katz analyze fixed income markets following the U.S. Presidential election and TCW’s strategic positioning to capture opportunities across sectors.
Published 11/19/24
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