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● TRACKER Updated 8d ago · 9 sources tracked

BlackRock to JPMorgan Bet on EM as Turmoil Seizes Global Bonds

BlackRock and JPMorgan are shifting investments toward emerging market debt as turmoil grips global bonds. While debt from major economies slumps and US Treasuries face a selloff, emerging-market bonds are maintaining stability. This shift is driven by institutional trends and the expectation that carry trades will direct a "wall of money" into these markets. This movement suggests a strategic reallocation of capital away from traditional government bonds toward higher-yield opportunities in developing economies.

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⚡ Key Developments & Real-Time Context
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  • ✓ Emerging-market bonds are holding up while debt from major economies slumps.
  • ✓ Emerging-market debt is performing well during a selloff of US Treasuries.
🛡️ Source Corroboration: 9 independent reporting domains (80% confidence) ⏱ Read time: ~2 min

What changed

Major asset managers BlackRock and JPMorgan are now betting on emerging markets as global bond volatility increases.

Live updates

  1. BlackRock and JPMorgan Pivot to Emerging Markets Amid Global Bond Turmoil

    BlackRock and JPMorgan are shifting investments toward emerging market debt as turmoil grips global bonds. While debt from major economies slumps and US Treasuries face a selloff, emerging-market bonds are maintaining stability. This shift is driven by institutional trends and the expectation that carry trades will direct a "wall of money" into these markets. This movement suggests a strategic reallocation of capital away from traditional government bonds toward higher-yield opportunities in developing economies.

    Why it matters

    Institutional investors typically rely on government bonds for stability. A rout in these assets forces a search for alternative yield to maintain portfolio performance. The current divergence between developed and emerging market debt indicates a shift in perceived risk and return.

    What is confirmed

    • Emerging-market bonds are holding up while debt from major economies slumps.
    • Emerging-market debt is performing well during a selloff of US Treasuries.

    Still unconfirmed

    • Carry trades are expected to bring a "wall of money" to favored emerging markets.

    What to watch next

    • Official portfolio allocation data from BlackRock and JPMorgan
    • Further policy shifts from Norway's sovereign wealth fund regarding government bonds
    Sources used for this update (9)
    1. economictimes.indiatimes.com — Kyndryl Hldgs (KD) share price
    2. Bloomberg.com — BlackRock to JPMorgan Bet on EM as Turmoil Seizes Global Bonds
    3. CNBC — These emerging markets are favored to get 'a wall of money' from carry trades
    4. The Cryptonomist — Emerging-Market Debt Trends Drive Institutional Shifts in 2024
    5. Advisor Perspectives — This Global Bond Rout Has a Surprise Winner
    6. briefs.co — Emerging-Market Bonds Are Holding Up While Big Economies' Debt Slumps
    7. Seeking Alpha — John Hancock Emerging Markets Debt Fund Q2 2026 Commentary
    8. EnterpriseAM — EM debt fares well amid US Treasury selloff
    9. sg.finance.yahoo.com — Norway’s oil fund sounds a warning on government bonds
    confidence 80%
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