Reporting to Richard House
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
Senior fund managers and economists discuss biggest headwinds and tailwinds
Joins from Bank Vontobel AG
Equities and bonds have moved in lockstep
Four factors may work as catalysts in 2020
To start in Q1 2020
For euro-based investors
Domiciled in Ireland under ICAV platform
No asset has divided opinion in the investor community over the past seven years like government bonds.
Q2 2019 saw strong performances recorded on the main indices tracking emerging market debt (EMD), with nearly all of the risk factors across the EMD sovereign local currency, sovereign hard currency and corporate hard currency segments contributing positively...
Environmental, social and governance considerations increasingly important in EM
Managed by Charles de Quinsonas
Re-escalation of trade war tensions could feed end-of-cycle concerns
Emerging Market 2024 Fixed Maturity strategy
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).
Industry Voice: The EM framing fallacy: Emerging market debt and the trials of a misunderstood asset class
How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it...
Which funds made the cut?
Industry Voice: Sponsored by Eaton Vance
Average duration of two years
Joins from Jupiter
Brazilian election means less political uncertainty
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...