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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.”
The continent has a number of companies with ‘strong potential, solid foundations, quality management, and attractive pricing’
DAX has fallen 0.83% over the past five days
Dominik Schubert is joining the firm from Goldman Sachs Bank Europe
Sub-fund of Ashmore SICAV UCITS fund
But opportunities lie in green transition, digitalisation, and defence
Aims to revolutionise access to private markets for wealth clients
