Invesco’s latest macro report highlights early 2025 resilience in EM local debt markets despite rising global uncertainty tied to U.S. trade policy shifts.
Key Insights:
- EM Debt Resilience: Local debt markets began 2025 strong, supported by easing inflation and selective central bank rate cuts.
- Tariff Uncertainty Looms: U.S. policy unpredictability is the largest overhang on global growth and Fed direction, driving divergence across EM returns.
- Country Focus – Mexico: Facing fiscal consolidation, moderate growth, and nearshoring tailwinds, Mexico remains a key risk-reward story.
Click to access the full report and explore how Invesco is positioning for differentiated opportunities across emerging markets.
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