Emerging market debt offers investors carry and duration as interest rates fall, says William Blair’s Marcelo Assalin.
Tag: Emerging market bonds
US dollar overvaluation is ‘once in a generation’ opportunity for EM Debt: GMO
The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
Asset managers upbeat on emerging markets debt
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
ASI and CCBI launch thematic ‘Belt and Road’ fund
Aberdeen Standard has partnered with CCB International AM to offer a fixed income product based on China’s Belt and Road Initiative (BRI).
GAM cautious about EM FX
Although he is wary about the fiscal burden taken on by some emerging markets, selective Asia local currency bonds are appealing, according to Gam Investments’ macro strategist
HEAD-TO-HEAD: Axa vs Jupiter
FSA compares two emerging market fixed income funds: the Axa World Funds Emerging Markets Short Duration Bonds Fund and the JGF-Jupiter Global Emerging Markets Short Duration Bond Fund.
Investec plans EM fund launch in Hong Kong
The asset manager has SFC approval to introduce an emerging market bond fund.
Vanguard’s active push into Asia
The leading passive fund provider is keen to offer active management strategies for specialist assets classes to Asia investors, according to Vanguard’s emerging market bond head.
ASI bullish on EM bonds
Robust economic growth and interest rate cuts should support emerging market bonds this year, but several risks loom in the background, according to Aberdeen Standard Investments (ASI).
ASI launches its first FMP in Singapore
Aberdeen Standard Investment is the latest asset manager to sell a fixed maturity product (FMP), generating income through allocations to emerging market bonds.
