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“One key point is that the opportunity set is very different. In emerging markets, there are 80 countries with very different different credit profiles”, says Bernardini.
A second point is that developed fixed income markets have been deeply influenced by central bank policy. “Monetary easing has not had an impact on emerging markets. If anything, EM central banks have been rather hawkish, and therefore rate differential continues to be attractive.”
Active equity and fixed income funds saw positive inflows for the month
Cristina Pérez Liz joins Octopus from Kennedy Wilson
Washington-based think tank says Europe’s industrial sector faces ‘formidable challenges’
There are few signs of optimism across the continent, according to ING economists
The UK is also bringing forward ESG ratings regulation
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe
