Investors continue adding to EM holdings
Emerging market assets saw net inflows for the third month running in March, as investor optimism about prospects for EM assets continued to grow.
Emerging Market Debt
-
-
Emerging market debt – time to look for the exit?
Emerging market debt has seen a lot of inflows from European investors of late even though spreads have compressed considerably. Is this a sign you should look for the exit now, or is the long-term story for the asset class still intact?
-
Finnish investors stuck in high yield and EMD
Investors in Finland have increased their allocations to emerging market debt and high-yield bonds in an effort to maintain yields. Though spreads have compressed below their long-term average, they feel forced to maintain, or even increase their allocations.
-
Investors pile into emerging markets again
Emerging markets are back. EM equities and debt were among the most popular asset classes with European investors in February, according to fresh Morningstar data. Developed market equity flows, however, took a surprising turn.
-
Investors flock to high-risk bonds
Investors are stepping up their allocation to high-yield bonds and emerging market debt. The pair were the two best-selling asset classes in January, according to Morningstar fund flows data.
-
Three reasons why the Mexican peso is undervalued – H2O Asset Management
In this short video, H2O Asset Management’s Peter Nodwell gives three reasons why the Mexican peso is the most undervalued investment opportunity in 2017.
-
The endless opportunities of emerging market debt
In this introduction video, Marge Karner of American Century Investments outlines the opportunities for investors in emerging market debt.
-
European investors pile into EM debt
European investors have turned positive on emerging market debt again in January after two months of net outflows, reports Blackrock.
-
What makes fixed income investing in EM so different?
Neuberger Berman’s Leonardo Bernardini explains why investing in emerging debt markets is vastly different from investing in developed market bonds.
-
Trump election dents Swedish appetite for emerging markets
Sweden’s fund buyers had just regained interest in emerging markets. However, Donald Trump’s election as the next American president has made them turn away from EM assets again.
-
The biggest macro risk: not Brexit or Trump, but China
Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the local Expert Investor forum in Barcelona last week.
-
High-yield bonds and emerging market debt – Divergent fates
While emerging market debt saw record quarterly inflows globally during the third quarter of 2016, the global hunt for yield does not benefit developed market junk bonds. But this could soon change.