Aegon's Sarvjeev Sidhu and Greg Saichin of Pioneer investments debate the outlook for Emerging Market debt
How does the current yield on US treasuries compare with emerging market debt yields? Sarvjeev Sidhu (SS): The 10-year Treasury is currently slightly shy of 4.5%. Emerging market debt yields are closer to 6.80%. What is the average long- term return that can be expected from emerging market debt over a 10-year annualised basis? SS: I think the expectation is going to be in the high single digits, at least for the next couple of years. Is emerging market debt overvalued or undervalued in your opinion? SS: The current spread of emerging market debt is at an historical low, but the regi...
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