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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Macquarie - Supranational EM bonds: Unique access to EM local bond markets

Interest in supranational emerging market debt has picked up recently, as investors have been attracted by investment grade ratings, ease of settlement, attractive yields, and compliance with the highest standards of ethical and socially conscious investing. These characteristics make a compelling case for allocating to local bond markets and their corresponding currencies.

Company: Macquarie
Date added: 03-09-2018
Sector: Emerging Market Debt

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Schroders - Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.

Company: Schroders
Date added: 25-01-2017
Sector: Emerging Market Debt

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Schroders - US jobs data provides boost for EM debt and currencies

The slowdown in US jobs growth highlighted by Friday’s non­farm payroll data is a significant positive for emerging markets, their debt and their currencies. 

Company: Schroders
Date added: 06-06-2016
Sector: Emerging Market Debt

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Aberdeen - Treating all EM bonds the same is

The narrative over recent months has been one of emerging markets (EM) in crisis. Currencies have struggled, governance scandals have arisen, and growth has slowed while debt has grown.

Company: Aberdeen
Date added: 07-01-2016
Sector: Emerging Market Debt

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Capital Group - Emerging Market Debt: Local and dollar bonds provide different routes to returns

There is currently a large amount of value in emerging market debt, but diverging economic growth patterns and fundamentals are likely to drive significant return differences among emerging market bonds and currencies. For this reason, we believe that taking a flexible approach, and investing across the asset class, can be beneficial.

Company: Capital Group
Date added: 01-12-2015
Sector: Emerging Market Debt

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