The emerging asset class is “credit at its best” according to Mohammed Elmi, emerging market debt senior portfolio manager at Federated Hermes.
Tag: Emerging Market Debt
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
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.
Asian assets could reprice as they decouple from the west: Allianz GI
As Asian inter-regional trade increases, lower currency volatility could cause Asian assets to reprice, according to Allianz GI’s CIO of Asia Pacific fixed income Jenny Zeng.
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
Abrdn shuts second straggling bond fund in a week
The decision follows hot on the heels of the closure of the ASI Short Duration Credit Fund.
Q&A with Vontobel Asset Management
FSA spoke with Cosmo Zhang, research analyst, Vontobel Asset Management at the Fund Selector Asia Investment Forum Hong Kong.
HEAD-TO-HEAD: Neuberger Berman versus Pictet
FSA compares two fixed income products: the Neuberger Berman Emerging Market Debt Hard Currency Fund and the Pictet Global Emerging Debt Fund.
