Payden & Rygel: Why Indian bonds will keep outperforming
Alexis Roach and the EMD team discuss the asset class’s tailwinds
Emerging Market Debt
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Jupiter closes sub-scale EMD strategies as managers exit
While fund managers Reza Karim and Alejandro Di Bernardo are set to exit, weeks after head of EMD Alejandro Arevalo’s departure was announced
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Jupiter head of EMD exits
Alejandro Arevalo will be succeeded by co-manager Reza Karim
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Arkaim Advisors to launch distressed debt hedge fund
The Distressed and Credit Opportunities fund will be managed by CIO Dimitry Griko
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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Payden & Rygel: Balancing risk and return in frontier markets
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
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Square Mile: Emerging market debt funds to watch
Square Mile’s Eduardo Sánchez checks out the top performers and compelling newcomers
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Morningstar: EMD recovery not yet reflected in flows
However, outflows have stabilised in Q1
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Barings: Glimmers of optimism in EM debt, but risks remain
Opportunities are plentiful in emerging markets this year, but investors should exercise caution, writes Dr Ricardo Adrogue
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Janus Henderson: Monetary policy divergence offers opportunities in European credit and EMD
Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
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Robeco hires EMD trio from Candriam
Team includes head of emerging market debt Diliana Deltcheva
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BNP Paribas names head of emerging market debt
Current head of EM corporates Alaa Bushehri steps up to the role