PA ANALYSIS: The only way is up for EMD?
Invesco Perpetual’s new Global Emerging Markets Bond Fund seems to be well timed to take advantage of investors’ broad structural underweight to the asset class.
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Invesco Perpetual rolls out EM bond fund for Edwards and Bhatti
Invesco Perpetual has launched an emerging markets bond fund for duo Stuart Edwards and Asad Bhatti.
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PA Podcast: Taper tantrum, Trump and the outlook for EMD
In this week’s edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency could affect the market.
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SLI hires from JPM to expand EMD team
Standard Life Investments has hired Imran Ahmad from JPMorgan Asset Management to boost its emerging market debt capabilities.
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EMD popularity could rise further amid EU break-up threat – survey
Close to half (41%) of investors believe that fears of further break-up of the European Union will make emerging market debt more attractive to investors going forward, according to a study by NN Investment Partners.
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PA ANALYSIS: Why it pays to be selective in EMD
While more fuss will be made of the eighth anniversary of the fall of Lehman Brothers, it is also worth remembering next year will mark 20 years since the preceding Asian financial crisis.
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EMD remains a great long term investment – Neuberger
Despite worries that current market stress could result in significant outflows from emerging markets in the short term, for Neuberger Berman’s fixed income CIO, Brad Tank, emerging market debt remains a fantastic place to invest over the longer term.
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EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
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Threadneedle fined £6m over Gersamia fraud case
Threadneedle Asset Management has been fined more than £6m by the FCA following an attempted fraudulent trade involving former emerging market debt fund manager Vladimir Gersamia.
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EM alpha won’t come from broad macro decisions – MFS
Ten to 15 years ago, investors had the view that the best way to invest in emerging markets was to do so as though they were all one homogenous unit. That is no longer the case argues Ward Brown, MFS portfolio manager.
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AllianzGI launches EMD fund
The fund will combine top-down country analysis with bottom-up credit research to construct portfolios in Latin America, Asia and central and Eastern Europe
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EMD the big FI opportunity of 2014
Emerging market debt has been among the most volatile asset classes in the past 18 months, but after a correction comes opportunity.
