As we begin the new year, the fundamentals in place for emerging market bonds are very good indeed. The strong inflows into emerging market debt in 2017 were driven by improving fundamentals and structural rebalancing of global fixed income portfolios – both trends are set to continue in 2018.
In this outlook, we explore the following:
- Under allocation and a benign economic environment positive for emerging market debt in 2018
- Emerging corporate bonds provide cover if rates should rise
- Threat of protectionism is overblown
- Best opportunities found off-benchmark
- Emerging debt is not overvalued
Similar Posts:
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