Emerging Markets Blended Debt Strategy

An actively managed portfolio, harnessing all the potential benefits of the asset class in a one-stop-shop for investors

Strategy overview

The Strategy aims to achieve long-term total returns by investing in emerging market bonds – spanning local currency bonds, hard currency sovereign bonds, currencies and corporate bonds.

Key Features
  • Our investment process is built on multi-year experience in investing across the emerging market debt asset class.
  • Our well-resourced Emerging Market Debt team includes experts in sovereign and corporate debt and specialists for all emerging market regions.
  • This gives us the breadth and depth needed to exploit the opportunities in this expanding investment universe.
  • We adopt a two-pronged approach to harnessing potential alpha: top-down allocation actively favours the most attractively positioned market segments; bottom-up selection seeks out the best opportunities within each market.
We are not afraid to invest where we have conviction. But we never compromise on diversification in our portfolio.
Peter Kent
Grant Webster

Investment philosophy

01

We are active managers and believe the large disparity of returns between countries provides opportunities for outperformance.

02

We believe that a blended approach should lower overall volatility and improve risk-adjusted returns.

03

We believe three Compelling Forces™ are key market drivers: economic fundamentals, valuation and market behaviour.

04

The investment team and its structure is an important as process.

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General risks. Past performance is not a reliable indicator of future results and performance targets may not be achieved; losses may be made.

Specific risks. Charges from capital: For Inc-2 and Inc-3 shares classes, expenses are charged to the capital account rather than to income, so capital will be reduced. This could constrain future capital and income growth. Income may be taxable. Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income. Default: There is a risk that the issuers of fixed income investments (e.g. bonds) may not be able to meet interest payments nor repay the money they have borrowed. The worse the credit quality of the issuer, the greater the risk of default and therefore investment loss. Derivatives: The use of derivatives may increase overall risk by magnifying the effect of both gains and losses leading to large changes in value and potentially large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems. Interest rate: The value of fixed income investments (e.g. bonds) tends to decrease when interest rates rise.

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.