Thought Leaders
Emerging Market Debt
For investors with Global EMD asset managers, the question of shifting to a more regional approach to the asset class is starting to gain attention.
Apr 2022
Fixed IncomeThe Regional View
1Q22 saw sizeable net outflows from across the Emerging Market Debt spectrum. Yet of the -$14.1 billion net outflow, during the quarter only 16% (-$2.2 billion) streamed out of local emerging market debt markets.
Digging deeper, what was also noticeable was that whilst many markets suffered as a result of the impact of the Russia-Ukraine crisis, including CEEMEA, China and much of Asia. Both the commodity beneficiaries of ASEAN and LATAM were the clear winners.
For investors with Global EMD asset managers, the question of shifting to a more regional approach to the asset class is starting to gain attention.
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Emerging Market Debt
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EMD Hard Currency Grabs Investors Attention
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Why Is EMD Local Outperforming Hard Currency Bonds?
EMD Back On Investors Radar.
Thought Leaders
Emerging Market Debt
Mondrian Investment Partners
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May 2022
What is the Outlook for Emerging Market Debt?
The Good News Is Twofold
Emerging Market Debt, like the entire fixed income asset class, has had a tough start to 2022.
Even hard currency bonds, as represented by the JP Morgan EMBI Global Diversified Index, have seen YTD returns not experienced since 1995. With 1Q22 completing four consecutive negative quarters - an occurrence which has only happened 3 times since 1993.
The good news is twofold.
May 2022
Investing In Distressed Emerging Market Debt
Double Digit Time?
Apr 2022
What to Expect from Russia & Ukraine Bonds?
ONE TO WATCH
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