Dollar strength shifts case for EM

Dollar strength shifts case for EM

June 29, 2026 · 4 min · Episode 147

About this episode

Michel Dilmanian discusses the implications of dollar strength on emerging markets.

The U.S. dollar's safe-haven status remains intact. But a stronger dollar no longer automatically translates into broad emerging market weakness. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explains why the dollar is no longer the only story for emerging markets. General disclosure : This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast. In the U.S. and Canada, this material is intended for public distribution. In the UK and…

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Guest: Michel Dilmanian

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Organizations: BlackRock

Places: U.S.

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