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An opportune time for long duration emerging market debt
Peter Marber, portfolio manager of the newly launched Emerging Market Opportunities fund, explains why the approaching end of the rate hiking cycle is a perfect time for investors to capitalize on longer duration emerging market debt.
Market Perspectives
Unfinished jobs
As Ukraine mourns the numerous victims and damages suffered one year into Russia’s invasion, global equities have recovered from their initial sell-off, even if still down 4.3% since Feb 24, 2022. Bond markets, by contrast, have taken a more persistent hit.
The Spotlight | Generali Investments
An unstable equilibrium
Our March podcast interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management
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An opportune time for long duration emerging market debt
The US yield curve may be close to normalization and today’s emerging market debt yields are considerably higher that their five-year lows. Peter Marber, portfolio manager of the newly launched Emerging Market Opportunities fund, explains why the approaching end of the rate hiking cycle is a perfect time for investors to capitalize on longer duration emerging market debt.
Sharing market insights
February put an end to the party for global markets but, given the context of an aggressive repricing of central bank terminal rates, the equity losses were limited damage, says Vincent Chaigneau, Head of Research at Generali Insurance Asset Management in our latest podcast.
In a market full of dissonance, Vincent explains how investors can unpick the complexities.
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