LEMB: A Weak Dollar Will Continue To Push This EM Fund Forward

iShares J.P. Morgan EM Local Currency Bond ETF is an attractive play in a weak dollar environment, benefiting from local currency EM bonds and offering a 6.05% yield. The fund is overweight investment grade sovereigns, providing lower default risk compared to typical EM ETFs focused on high-yield names. LEMB offers strong diversification benefits, reducing U.S.-centric risk and showing less correlation with traditional U.S. fixed income assets.

Seeking Alpha • Aug 28, 2025

LEMB: Sovereign Debt Is Not The Best Vehicle For Emerging Markets

Emerging market sovereign debt is not the best way to access emerging market growth this decade. 2023 saw positive performance for emerging market debt, but weaker 2024 performance and concerns about currency, growth, and inflation make 2025 less attractive. Geopolitical and economic risks, slower growth, and policy rate uncertainty contribute to a hazy outlook for sovereign debt in 2025.

Seeking Alpha • Jan 11, 2025

Globalization Is Over. It's Time to Embrace the Winners.

As the world pulls in, emerging market bonds look like a once-in-a-generation opportunity. Here are the ETFs to buy.

Barrons • Jan 12, 2024

India Bonds Set To Join EM Bond Index

The most widely followed emerging markets' local currency benchmark will undergo its biggest reconstitution since China's inclusion in 2020, when India joins the index next year. India has the second largest bond market among emerging markets, second only to China, and is rated investment grade by all major rating agencies.

Seeking Alpha • Oct 26, 2023

Top Emerging Market Bond ETFs for Advisors and Investors

Emerging markets are an attractive option for investors looking to diversify their portfolios. They offer the potential for higher returns and lower correlation with U.S. equities.

ETF Trends • Jun 26, 2023

Peak Inflation May Hint At Peak Rates In Emerging Markets

Central banks across emerging markets have reacted to elevated inflation by significantly tightening monetary policy, in some cases, well ahead of the U.S. Federal Reserve and the European Central Bank. After largely synchronized rate-hiking cycles across EM, monetary policies could once again begin to diverge among individual countries.

Seeking Alpha • Nov 8, 2022

EM Sovereign Debt: Real Rates Come Into Play

Taming inflation has been a priority in developed markets this year. Positive real rates mean that local bond investors are being compensated for investing in bonds even after accounting for the effect of inflation on returns.

Seeking Alpha • Oct 4, 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

Sanctions Throw ETF Custody Into New Territory

The latest sanctions on Russia's central bank are leaving custodians with tough questions.

ETFcom • Mar 4, 2022

Technical Tailwinds May Lift EMFX

Performance of emerging markets local currency bonds has been negatively impacted by the U.S. dollar's strength since mid-year, despite the higher real yields and upside growth surprises in many emerging markets. Currency returns can be volatile, and external factors can have a bigger short-term impact on an emerging markets currency (EMFX) even if relatively attractive fundamentals may provide longer-term support.

Seeking Alpha • Nov 30, 2021