EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook
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...
By Mariam Traore · Bloomberg
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 fa