The gap is shrinking between emerging-market and developed-market growth, valuation and profitability premia, suggesting investors may need a fresh approach to EM equities. Meanwhile, EM debt is worth a closer look.
A sell-off in emerging markets at the end of last year has reversed – and long-term economic factors are driving the change, according to Matthew Arnold of State Street Global Advisors.
State Street Global Advisors and DoubleLine Capital’s Jeffrey Gundlach, who has been called the new “Bond King”, have teamed up for a new active fixed income ETF initiative.
Christopher Probyn, chief economist at State Street Global Advisors, discusses why 2014 offers investors more certainty and opportunities to outperform. Click below to listen.
State Street writes that challenges such as liquidity and transaction costs are easing, making Asian bonds more accessible to investors.