JPMorgan’s Michele Says the Stellar Run in EM Bonds Isn’t Over

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JPMorgan's Bob Michele believes emerging market bonds will continue to perform well in 2026, despite potential waning US dollar selling pressure.

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Market impact analysis based on bullish sentiment with 80% confidence.

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Bullish
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80%

Article Context

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JPMorgan 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.

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Original article published by Bloomberg on December 18, 2025.
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