In a recent webinar, AsianInvestor spoke to top experts on emerging market (EM) corporate debt to get a better sense of the opportunities, risks and rewards that investors should be familiar with. To continue the conversation, we followed up with panelists to further explore some key issues.
This year's strong inflow of capital into emerging markets assets is likely to continue next year with both equities and fixed income receiving a warm welcome.
The Bermuda-based reinsurer plans to invest more into direct lending and private equity strategies, with a focus largely on the US but some exposure to Asia and Europe.
Yield-hungry investors are looking to invest more in emerging market corporate bonds, which are seen recovering more slowly from the pandemic crash than those in developed markets.
Institutional investors in Europe are looking to invest more into emerging market high yield bonds in an effort to boost returns, despite the additional risk they entail.
The US dollar is currently strong, but economic weakness, minimal rates and a large and rising debt burden could cause it to weaken. How will that affect how asset owners invest?