What we learned from meetings with 30 EM corporate investors_ Cautiously constructive; OW HY but shying away from riskier names; A ‘carry-year’ ahead. Wed Feb 05 2025

J P M O R G A N CEEMEA Credit Research 05 February 2025 What we learned from meetings with 30 EM corporate investors Cautiously constructive; OW HY but shying away from riskier names; A 'carry-year' ahead We met/spoke with ~30 EM corporate credit investors (mostly real money, some fast, mostly dedicated, some cross-over / opportunistic) in London and US over the past 2 weeks with respect to CEEMEA credits. Key takeaways Investors remain generally constructive and engaged, but more defensively positioned Spr ...