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An opportune time for long duration emerging market debt

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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.
  • The US yield curve may be close to normalization and today’s emerging market debt yields are considerably higher that their five-year lows.
  • The period after US dollar yields peak has historically been very good for emerging market returns.
  • A longer duration emerging market debt fund should capture these higher returns opportunities.
  • The fund analyzes by liquidity, credit rating, maturity, and sector to find market outliers – cheap and rich securities within and between countries.

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Peter Marber

Fund Manager and CIO Emerging Markets

An opportune time for long duration emerging market debt
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