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Luis Oganes, Jonny Goulden and Jahangir Aziz discuss the economic and fixed income market themes in their Emerging Markets outlook for 2026.

This podcast was recorded on 26 November 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5136705-0 for more information; please visit www.

Emerging Markets Outlook and Strategy for 2026

At Any Rate