JPMorgan’s Michele Says the Stellar Run in EM Bonds Isn’t Over
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000JPMorgan Asset Management’s Bob Michele says sticking with one of this year’s hottest trades in emerging markets remains a top idea heading into 2026 even as the selling pressure on the US dollar is likely to wane.Michele, the firm’s global head of fixed income, expects further gains in local-currency bonds from developing nations as “very high” real yields draw investors who remain under-allocated to the asset class.