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
Similar Posts:
- What Makes Emerging Market Debt Tick? (CFA Institute)
- Capitalizing on Currencies to Boost Emerging Market Returns (Pictet Asset Management)
- Why Fixed Income Investors Should Consider a Dedicated Allocation to Emerging Market Debt (PineBridge Investments)
- Uncommon Yields: How China is a Rare Bright Spot in a World Deprived of Yield (KraneShares)
- Emerging Market Debt: Hard Currency or Local Currency? (SSGA)
- Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)
- Emerging Market Corporate Bonds: The New Core Fixed Income Staple (PineBridge Investments)
- 2018 Emerging Markets Outlook (Nikko Asset Management)
- Disentangling EM Debt (AberdeenStandard Investments)
- Investors Rethink Emerging Market ETFs (FT)
- How Will Emerging Market Debt Emerge From the Crisis? (Capital Group)
- Frontier Markets: One of the Last low-Correlated Asset Classes? (Commerzbank)
- A Class Apart: Emerging Asia’s Fixed Income Market (Pictet AM)
- The Emerging Market Appeal in a Low-Yielding World (Franklin Templeton)
- Emerging Markets: A World of Opportunity (Nuveen)
