Emerging Market Local Currency Investing (BlueBay Asset Management)

Emerging market debt saw record inflows across 2016 and 2017 as income seeking investors sought higher returns in reaction to the bleak yield landscape across much of the developed market (DM) universe.

Local-currency denominated assets did particularly well in this context, with the JPMorgan GBI-EM Global Diversified index returning 25% from February 2016 to December 2017. This relatively new asset class is rapidly expanding from a base of around 17 markets, presenting, in our view, a number of interesting developments for investors from both return and diversification perspectives. READ MORE

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