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.
- 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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Fund Manager and CIO Emerging Markets