Christian Lawrence
Head of cross-asset strategy and chief cross-asset strategist at Cooperative Rabobank, providing macro and cross-asset perspectives on FX, rates, and emerging market fixed income.
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Feb 24, 2026 • 21min
EM Lens: Cyclical Sweet Spot for EM Persists, Dollar a Key Risk
Christian Lawrence, chief cross-asset strategist at Cooperative Rabobank, offers macro and cross-asset perspectives on FX, rates, and EM fixed income. He discusses the dollar’s weak outlook and how hedging shapes flows. He covers carry trade dynamics, why market volatility stays low, and where selective EM local investing looks most attractive.
