Global X Emerging Markets Bond ETF Q1 2026 Commentary

Emerging Market debt (measured by JPMorgan EMBI Global Core Index) declined in a volatile first quarter of 2026. EMBD returned -1.53% in 1Q26 versus -1.93% for its benchmark, resulting in 40 basis points of relative outperformance. We believe the outlook for EM debt has become more challenging, with risks tilted to the downside as the path to resolving the Middle East conflict appears difficult and a return to pre-war conditions in the Strait of Hormuz remains uncertain.

Seeking Alpha • May 16, 2026

Will Emerging Market Bonds Have the “Wow” Factor Again in 2026?

Normalizing yield curves, easing monetary policy in the U.S., and a weakening dollar are just a few macro factors that hit the bond markets in 2025. The latter carved a path for emerging market (EM) bond strength last year, giving them the “wow” factor relative to their fixed income peers.

ETF Trends • Jan 29, 2026

Emerging Markets: The Next Phase In Market-Broadening

At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. The inextricable relationship between the direction of U.S. monetary policy and emerging market risk assets remains powerful, but this time the rally is not just about the Fed.

Seeking Alpha • Jan 19, 2026

Maximize International Bond Exposure With an Active Strategy

In a previous article, we highlighted the benefits of getting international bond exposure in the context of using passive funds to achieve this level of fixed income diversification. Here, active strategies will be discussed in their application to the international bond market, which could be beneficial for further risk mitigation.

ETF Trends • Sep 15, 2025

EMB Vs. EMBD: A Clear Winner - But Worth Owning?

Both iShares J.P. Morgan USD Emerging Markets Bond ETF and Global X Emerging Markets Bond ETF invest in Emerging Market bonds, both government and corporate issued. After reviewing both ETFs, two comparisons are done.  First just using the EM funds; a second comparing the better EM fund against other investing choices for bonds. While the results show EMBD has provided a higher return, long term it has trailed funds invested in other classes of bonds.

Seeking Alpha • Aug 14, 2025

Why Fixed Income ETFs are Gaining Share

Earlier in May, VettaFi hosted an Income Investment Strategy Symposium. Many of the experts we talked to highlighted ETFs and we partially marketed the event on this website with “ETF” in the name.

ETF Trends • May 19, 2025

Q4 Report: Tax-Exempt Bond Funds Hit Second Highest Quarterly Return As Fixed Income Rebounds From Q3 Loss

Q4 Report: Tax-Exempt Bond Funds Hit Second Highest Quarterly Return As Fixed Income Rebounds From Q3 Loss

Seeking Alpha • Jan 12, 2024

Signs of Life Are Emerging in EM Bond Inflows

A strong dollar amid rising interest rates have soured the taste for risk in emerging markets (EM) for most of the year, but signs of life could be emerging based on EM bond inflows. Bonds in Asian countries like India and Thailand are signaling that foreign investors could be re-thinking EM bond exposure.

ETF Trends • Sep 1, 2022

Spotting Opportunities And Risks Across The EM Investment Universe

In emerging markets valuations look attractive today after the losses across financial markets early this year. PIMCO's investment process is founded upon our macroeconomic outlook and our in-house country and credit research.

Seeking Alpha • Aug 31, 2022

Emerging Markets Bond ETF: Q1 2022 Commentary

Heading into 2022, the macro backdrop for risk-assets was already facing challenges from the expected slowdown in global growth, due to the resurgence of the Omicron variant and persistent inflationary dynamics. In the first quarter of 2022, Russia's full-scale invasion of Ukraine put further pressure on risk assets as well as inflation dynamics.

Seeking Alpha • May 7, 2022