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.
Tag: Emerging Market 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.
Research notes for the week of 05 June 2017
FSA presents a selection of research commentary released this week.
Aviva Investors adds to EM debt team
Aviva Investors appointed Stuart Ritson as the head of Asian rates and FX, aiming to boost the company’s emerging market debt offering in the region.
Bullish outlook for EM debt
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
EMD flows to reforming sovereigns: SLI
Mark Baker of Standard Life Investments favours reforming sovereigns such as Indonesia over governments that are not on the same track.
M&G on EM debt: Event sponsor video interview
Claudia Calich, fund manager at M&G Investments, answers three questions on emerging market debt.
Juice still left in emerging market bond rally
But the surge in emerging market bond prices this year is forcing investors to be more discriminating.
EM worry clouds 2016: Principal Global
A “third wave” in the global financial crisis could come from emerging markets, said Bob Baur, chief global economist for Principal Global Investors.
Emerging market debt appetite stands out
Overall fund selector sentiment towards credit, be it government, corporate or high yield bonds, is at all-time lows and even sinking further down into negative territory. But demand for emerging market debt shows a diverging trend, with appetite surging in the first half of this year.
