Emerging perspectives

Emerging Market Debt Indicator September 2020

Our EM Fixed Income team summarises market developments during September across the EM sovereign debt universe. The team also shares its views on the outlook for EM debt, provides insights into portfolio positioning, and discusses the role of EM corporate debt in investor portfolios.

Date published

7 Oct 2020

Read time

22 minutes

EMD Team

Authored by

EMD Team

Related insights

Notes from the road

Unblocking Indonesia’s logistics logjam

The high cost of shipping materials and goods around Indonesia – a country comprising more than 17,000 islands – is putting a brake on the development of the e-commerce sector. The largest Indonesian e-commerce player is innovating to break the logistics logjam, and in doing so extend its market leadership.

Sustainable investing

Sovereign sustainability snapshot: Colombia

Colombia is a pioneer in the sustainable bond market, and its progress on nature and biodiversity is encouraging. But broader sustainability performance is mixed, explains Nicolas Jaquier.

Emerging Market Fixed Income

The year of the ballot

Elections often move markets. This year, eight of the world’s 10 most-populous nations go to the polls in the same year for the first time ever. FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha. We have produced this piece to help investors navigate this year. The year of the ballot.

Macroscope

Trump - It may be possible to achieve higher tariffs and a weaker US dollar

Iain Cunningham, Head of Multi-Asset Growth, discusses the implications of trade policy, examining how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and a more equitable global trade system.

Deal activity

CECR first green bond

Anchoring Zambia’s first-ever green bond.

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.

NinetyOne

Location:Global

Call client team +44 (0) 20 3938 2000