This week FSA presents a quick comparison of two emerging market bond products: the Capital Group Emerging Markets Debt Fund and the Pimco Emerging Markets Bond Fund.
Tag: Emerging Market Debt
M&G favours EM debt
Valuations of high yield emerging market sovereign and corporate bonds are still attractive despite significant spread tightening, according to the UK asset manager.
FT: Volatility has made EM debt attractive
Strong growth in emerging markets could leave EMD well placed to pick up again in 2019, according to Franklin Templeton.
Video: Jupiter Asset Management on EM debt
Fabrizio Palmucci, the firm’s product specialist for fixed income and multi-asset, explains how the strong US dollar is influencing EM debt opportunities.
In case you missed it (6 July 2018)
Finance and banking marketing directors earn way more than industry peers; Schroders’ WFOE installs fixed income manager; Aviva Investors creates Asia head of institutional sales role; institutional investors to raise emerging market debt exposure; Ostrum AM shuns tobacco investments; and more…
EM debt faces resiliency test
Despite the sell-off in emerging market debt that started at the end of April, the current environment is still resilient, according to Raoul Luttik, senior portfolio manager at Neuberger Berman.
T Rowe Price: few EM bond opportunities in Asia
As the fundamentals of Asian emerging markets improve, credit-focused bond investors find better opportunities in other regions, according to Ben Robins, portfolio specialist at T Rowe Price.
The long reach for high yield
NNIP’s emerging markets debt strategy surprisingly covers a lot of EMs, even extending beyond with overweights in markets such as Mongolia and Ukraine, according to portfolio manager Leo Hu.
NN IP sees EM debt on a strong footing
Economic growth, undervalued currencies and stable to higher commodity prices position EMD well against potential headwinds, according to Marcelo Assalin, head of emerging markets debt.
Video: BNP Paribas Asset Management on EM bonds
The single biggest risk to EM debt is currently not priced into the market, says Karan Talwar, emerging markets fixed income investment specialist at BNP Paribas Asset Management.
