more than half ems are investment grade
How should investors get exposure to emerging markets given their improved fundamentals and an expanding investment universe? Amanda La Marca gives the EM debt side of the argument…
Debt
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lgim offers passive emerging market debt funds
LGIM has unveiled three passive emerging market sovereign debt funds that offer hedged and unhedged classes for sterling investors.
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distressed debt greater margin of safety
Backed up by a return pushing 50% since 2009, Jon Macintosh argues why he thinks distressed debt is one cycle that is worth taking for a ride.
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eurozone debt plan falters
Europe’s political leaders failed to agree the detail of a plan to resolve the region’s debt crisis at the weekend’s summit, with a further meeting scheduled for Wednesday (26 October).
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f and c appoints product specialist to em debt team
Peter Svododa has been brought in from Erste Group as a product specialist for the emerging market debt team.
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Moody’s downgrades Portugese government debt to junk
Ratings agency Moody’s has cut Portugal’s long-term government debt to below investment grade.
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Germany weakens resistance to introduction of a eurobond
Germany is said to be waivering in its opposition to a eurobond to spread the region’s debt.
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Markets will stabilise soon but policy decisions are key long-term
Markets should stabilise short-term but policy is key to long-term health
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Coutts favours quality bonds and high quality companies
Coutts looks to quality as deleveraging and low growth looks set to dominate.
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Fixed income falls further from favour, fears Fitch
Bonds are falling out of favour with European investors as debt fears sink deeper.
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Pimco: Embrace the change, don’t cash out
Pimco says liquidity investors should not cash out now following the US debt downgrade.
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PA ANALYSIS: US downgrade has no fundamental impact
S&P’s downgrade of the US is a marker of where the country is at rather driving any further downfall