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“Over our investment horizon of three years we think the area with the best risk-adjusted returns will be local currency bonds,” says Osses.
But there is a caveat: emerging market debt is very volatile, and as a consequence the entry point matters.
“Today we are at the end of a massive rally that has lasted for 18 months.” Investors would therefore be well-advised to be mindful of that, warns Osses.
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
