An in-depth look into an asset class that keeps drawing the interest of investors thanks to attractive yields and its diversification potential. But while markets recovered quickly from the volatility, investors should remain cautious for the challenges ahead....
Why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates....
We take a further look into Emerging Markets and caught up with Alejandro Arevalo to learn more about which sectors and countries he seeks out or avoids....
We look at the key drivers in Asian credit and how careful selection means finding quality, liquidity and yield.....
Alejandro Arevalo, Fund Manager of Jupiter’s Emerging Market Debt strategy, explains why he believes emerging market debt should be viewed as an ‘all-season’ asset class, not just for when the global economic environment is strong...
Why ESG is Essential for Successful Investing in Emerging Markets Debt...
Dáire Dunne, CFA, outlines his thoughts on the importance of secular trends and the investment opportunities they are creating...
Wellington´s Dáire Dunne on the forces behind structural change in Emerging Markets and how a thematic approach will help identify opportunities going forward...
The wave of inflows into emerging markets has not lifted all boats: selected small caps, mid-caps and frontier markets have been left behind, and Ross Teverson expects that they should catch up....
SEB´s Portfolio Manager of MicroFinance, Hetal Damani, on what differentiates their microfinance strategy – both from an investment perspective and in terms of ESG.
