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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.
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
