Candriam's Deltcheva on the outlook for emerging market debt
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
The correction was primarily driven by the 65bps 10-year US Treasury widening, although EM spreads over US Treasuries did not manage to hold their gains moving up by 70bps as well. Are we in a bear...
More on Emerging markets
'A lot to look forward to' for EM investors after a 'dismal' eight months
EMs fall into bear market territory as Turkey crisis, commodities and Tencent bite
Falls of over 20%
Investing off-piste in Asia: Three markets worthy of attention
Finding opportunities in less well-known markets
Mobius: 'Real possibility' of capital controls in Turkey
Would cause damage to other emerging markets
More news
Lloyds, BP, Glaxo: Which were the top ten most bought companies in H1 2018?
Bias towards income payers
Crux's Ward: The 'overlooked' sector in UK equities
Challenging time for markets
Why Europe is well set for a rotation into value stocks
After a strong 2017, the first half of this year has seen increased volatility in world markets, as monetary policy tightens and political events elicit caution. World growth is expected to remain robust, but with downward revisions for the next two years....
'A lot to look forward to' for EM investors after a 'dismal' eight months
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Kames' Wells: My shopping list is ready to take advantage of market opportunities
The economic recovery is long in the tooth and the rate of growth is slowing.