The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.
EMs in 'far better shape'
Opportunities in a number of sectors
Brexit implications are 'manageable'
What will be Trump impact?
Invest in regions which are uncorrelated to the political uncertainty
Could grow by over 10% in 2017
Among all the declarations voiced by US President Donald Trump, his position on environmental issues is one which has led many around the planet to worry.
EMs on a 'whopping' 30% discount
Four factors for a super-Goldilocks economy
Reform a 'gargantuan' task
Protectionist agenda has raised concerns
Plans to roll out own global equity solutions in 2017
First EM fund in suite
According to CFA UK's Valuation Index
Impact of Brexit and Trump
Ian Pizer reveals his key trades for the new year
According to Research Affiliates
There are attractive investment opportunities among high-yielding emerging market (EM) eurobonds in our view, writes Koon Chow, an EM macro and FX strategist at Union Bancaire Privée (UBP).
Follows US election result
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....
Value stocks beginning to outperform