This month, AsianInvestor is running a series of stories on the decisions driving the fixed income choices of institutional investors as 10-year US treasuries drop further below zero.
The Taiwanese insurer plans to overweight emerging-market government debt and foreign corporate bonds this quarter, amid heavy outflows from fixed income and EM assets globally.
The hedge fund firm has completed its five-strong emerging market debt team under Guillermo Osses, who discussed his post-Brexit outlook and positioning with AsianInvestor.
Investors should add to their emerging market debt exposure given favourable valuations and external conditions, argues Amundi.
The UK hedge fund group’s co-CEO and its first head of emerging-market debt explain why and how the firm is expanding its investment in the asset class.
Investors have been selling off emerging market assets over growth fears and dollar strength. But is now the time to be contrite, or contrarian?
Middle Eastern institutions are among those looking more closely at emerging market fixed income as they seek higher yields, says Steve Cook of PineBridge Investments.
The UK bank aims to offer liquid exposure to local-currency emerging-market debt as demand steadily rises for the asset class.
Emerging market hard-currency bonds generally seem a better buy now than their local-currency equivalents, says Sergio Trigo-Paz, the US fund house's head of EM debt.
Hedge funds, urged by banks to buy big into EM debt ahead of Japanese institutions, were left high and dry, says the UK fund house's co-head of research.
For many insurance companies, pension funds and banks, the need to diversify bond portfolios abroad is understood, but few seem prepared to act.
Experts see a cyclical reordering in emerging markets as LatAm overtakes Asia in appeal, while institutional investors are set to transform market dynamics.