A supportive factor is that many of the single B and below rated countries are trading now at single digit yields, meaning that they will have once again market access. Following a year where only one sovereign default occurred (Ethiopia), we may see a small number once again (Bolivia perhaps?
Outlook for Emerging Market BondsShane Shepherd
Philippines:The outlook for Philippine equities appears subdued as the market grapples with persistent inflation, a tough monetary policy stance, and macroeconomic uncertainties. However, the real estate sector, known for its resilience to inflation and defensive earnings, is anticipated to be a br...
Emerging market corporate and sovereign bonds have been issued at a record pace in the first half of 2010, with particularly [...] daccess-ods.un.org 2010 年上半年,新兴市场公司债券和主权债券的发行 速度达到创纪录水平,特别是由中国公司主导的企业借款出现 强劲增长。 daccess-ods.un.org [...
Overall emerging market growth is likely to be lower going into the new year, but we see attractive drivers for equity and fixed income and believe active management could continue to build a compelling emerging market case for global investors.
the implications around Omicron remain unclear, but the size and duration of the market response suggests observers don’t expect it to have a durable economic or market impact in 2022. (We agree.) We expect uncertainty to lessen, but not disappear, as the world heads ...
The global macroeconomic backdrop has been the main driver of emerging market (EM) debt returns in 2022 and this looks set to continue in 2023. There are three main driving forces within this: tighter financial conditions led by the US, a stronger US dol
2025 Outlooks Calvert Insights Caron’s Corner Fixed Income and Equity Focused Insights Global Equity Observer Global Fixed Income Bulletin Global Multi-Asset Viewpoint Slimmon's TAKE Tales From the Emerging World Entdecken Sie The BEAT (Bonds, Equities, Alternative, Tra...
Emerging markets (EM) hard currency debt has already experienced what appears to be an overextended bull market. EM local bonds and currencies have also rebounded strongly from the oversold levels reached in early 2016. The key question for investors is whether these positive trends can persist ...
We also believe impact bonds continue to look attractive (better value) relative to investment grade credit in developed markets. As ever, finding that value depends on being selective, but as the market in social, impact and green bonds continues to grow, the range of potential outcomes is wi...