Emerging markets debt suffers from perceptions of being too risky or illiquid, but its resilience in recent years suggests the asset class could be a lot stronger than many investors realise, according to Allianz Global Investors
Matthew Murphy, Institutional Portfolio Manager of the Emerging Markets Team at Morgan Stanley Investment Management (MSIM), shared his view on the implications of the policies introduced by the Trump Administration for emerging market debt (EMD). Murphy then explained the firm’s approach to the EMD segment.
Muted returns but yields remain attractive
Strong demand for Euro-denominated assets
OEIC version of existing $1.1bn strategy