The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
UBS’ latest Global Family Office report shows that family offices are re-positioning their portfolios in light of interest rate changes.
Companies in another region will come to rescue when dividend payouts in a given economy are impacted by recession, said abrdn.
Emerging market and high yield credit should offer opportunities, according to the asset manager.
As interest rates fall or go negative, Aberdeen Standard Investments is testing the water in Singapore with a high risk fund that yields 5.8%.
When investing in emerging markets equities, a more logical yet easier way to seek returns is focus on stable leaders rather than ‘dark horses’, argued Thomas Schaffner, portfolio manager at Vontobel Asset Management.
Emerging markets are less likely to see a ‘taper tantrum’-like sell off as rates rise, said GSAM’s Shoqat Bunglawala, but not everyone agrees.
FSA compares two emerging market equity products: the AB Emerging Markets Growth Portfolio and the JP Morgan Emerging Markets Equity Fund.
The firm has launched a multi-asset income fund and has high expectations for emerging Asia equities over the next five years.
The macro drivers for EM equities are largely unaffected and the firm maintains its overweight.