Asian debt markets have been hurt by the COVID-19 pandemic, however there are potential opportunities out there. China, for example, has actually seen corporate defaults fall because of proactive government measures. Overall, SSGA expect yields to trend lower. Here’s why.
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?