First State's Williamson: The unique drivers within EMD

clock • 2 min read

When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.

With the asset class having generated pleasing returns over the past year, this is effectively where we are with emerging market (EM) debt. Interestingly, having reassessed the outlook, global investors are increasing their exposure to the asset class, rather than taking money off the table. Niznik, Leyland, Lau: The People's Trust reveals manager line up for Q3 launch Inflows into EM debt have been strong and investors' strong risk appetite has enabled high yield markets to outperform investment grade.  Importantly, the global economic backdrop continues to support sentiment. G...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Global

 Stories of the week: 3 November

Stories of the week: 3 November

Odey Asset Management; BoE; Fed; - The biggest stories from the world of investment and asset management this week

Sarka Halas
clock 03 November 2023 • 1 min read
India's domestic bourses have defied cynics and reached record highs.

Opportunity abounds as India gains entry to JP Morgan's bond index

'Significant foreign investor inflows’

Investment Week
clock 10 October 2023 • 6 min read
JP Morgan said it expects India’s weight to reach a tenth of the GBI-EM Global Diversified index.

JP Morgan to add Indian government bonds to emerging markets debt index

Widely-tracked index

Valeria Martinez
clock 25 September 2023 • 1 min read
Trustpilot