Simon Lue-Fong, head of global emerging debt at Pictet Asset Management, believes the asset class will outperform this year, driven by strong local currency appreciation.
How has emerging market debt performed in recent years and what investments were the biggest drivers of performance? Which EM currencies are likely to appreciate the most throughout 2011 and 2012? Which areas of investment do you prefer at the moment and why? How has the market performed so far this year? Is it providing harder to find good investment opportunities and why? How has the recent volatility in commodity prices affected your investment strategy in EM bond markets? Lots of money has flowed into EMD in recent years. Do you see this trend to continuing and is this a probl...
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