Lincoln Private Investment Office’s CIO Fred Hervey is anxious about a comeback for the US dollar and a potential market sell-off, but he says the group is sticking by its EM conviction because of its “margin of safety” from good valuations.
As we move through the halfway point of 2017, many investors have grown wary of the risk asset rally and are returning to the relative safety of fixed income funds. But which have performed the best year-to-date? And which have not fared so well?
There remain very few ETF providers capable of tracking bond markets in a quality way, according to State Street Global Advisors.
From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.
More than half (54%) of the respondents surveyed by NN Investment Partners expect institutional investors to raise their exposure to emerging market debt over the next three years despite volatility inducing events like a Federal Reserve rate rise and the Brexit aftermath.
Appetite for EM debt is returning after an exodus last year that was sparked by the start of Fed-tapering talk.
Combining emerging market asset classes could yield profitable returns for investors, latest research by JP Morgan Asset Management reveals.
Five weeks after its launch, the investment arm of the National Bank of Abu Dhabi’s MENA bond fund is now fully invested in a spread of government and corporate bonds with an average credit grade between AA- and BBB.
Fidelity has launched the Emerging Market Local Currency Debt fund, the fourth in a series of emerging market debt funds recently launched by the firm.
Fidelity Worldwide has unveiled an emerging market corporate debt fund as part of its expanding fixed income range, the firm has announced.
First State Investments is planning the launch of a local currency proposition to be run by its emerging market debt team.
Fund houses have recently been beefing up their emerging market debt teams in what is still a relatively new asset class as investors look for attractively priced alternatives to equities and developed market bonds.
