Werner Gey van Pittius

Deliberating EM debt

EM debt: the evolution of an asset class

Emerging market debt has grown to become an important component of the global debt market. In addition, significant evolution has resulted in a better quality and highly diverse opportunity set that is ripe with alpha-capture potential.

Emerging Market Fixed Income

Time to take a closer look at EM hard currency debt

The EM hard currency debt market has grown and evolved significantly to become a broad and diversifying opportunity set. With favourable characteristics and supportive structural and cyclical dynamics, we think now is a good time for investors to take a closer look at the asset class.

Emerging market sovereign debt

Compelling valuations and solid foundations

A challenging year for EM debt has seen yields and spreads approach historic highs and valuations reach post-global financial crisis lows. Coupled with generally good macro fundamentals and significant IMF support for more vulnerable economies, this leaves Peter Eerdmans and Werner Gey van Pittius optimistic over the outlook for the asset class.

Emerging market outlook

Deep discounts and heightened diversity provide a rich hunting ground

Fear was a key driving force of investor behaviour in 2022. This resulted in some major dislocations of asset prices relative to fundamentals. Active investors should look to harness these, explain Werner Gey van Pittius, Victoria Harling and Archie Hart.

Deliberating EM debt

Tailwinds and opportunities in EM hard currency debt

A variety of dynamics point to a stronger investment case and good entry point into the asset class.

Deliberating EM debt

EM debt: the evolution of an asset class

Emerging market debt has grown to become an important component of the global debt market. In addition, significant evolution has resulted in a better quality and highly diverse opportunity set that is ripe with alpha-capture potential.

Emerging Market Fixed Income

Time to take a closer look at EM hard currency debt

The EM hard currency debt market has grown and evolved significantly to become a broad and diversifying opportunity set. With favourable characteristics and supportive structural and cyclical dynamics, we think now is a good time for investors to take a closer look at the asset class.

Emerging market sovereign debt

Compelling valuations and solid foundations

A challenging year for EM debt has seen yields and spreads approach historic highs and valuations reach post-global financial crisis lows. Coupled with generally good macro fundamentals and significant IMF support for more vulnerable economies, this leaves Peter Eerdmans and Werner Gey van Pittius optimistic over the outlook for the asset class.

Emerging market outlook

Deep discounts and heightened diversity provide a rich hunting ground

Fear was a key driving force of investor behaviour in 2022. This resulted in some major dislocations of asset prices relative to fundamentals. Active investors should look to harness these, explain Werner Gey van Pittius, Victoria Harling and Archie Hart.

Deliberating EM debt

Tailwinds and opportunities in EM hard currency debt

A variety of dynamics point to a stronger investment case and good entry point into the asset class.

Deliberating EM debt

EM debt: the evolution of an asset class

Emerging market debt has grown to become an important component of the global debt market. In addition, significant evolution has resulted in a better quality and highly diverse opportunity set that is ripe with alpha-capture potential.

Emerging Market Fixed Income

Time to take a closer look at EM hard currency debt

The EM hard currency debt market has grown and evolved significantly to become a broad and diversifying opportunity set. With favourable characteristics and supportive structural and cyclical dynamics, we think now is a good time for investors to take a closer look at the asset class.

Emerging market sovereign debt

Compelling valuations and solid foundations

A challenging year for EM debt has seen yields and spreads approach historic highs and valuations reach post-global financial crisis lows. Coupled with generally good macro fundamentals and significant IMF support for more vulnerable economies, this leaves Peter Eerdmans and Werner Gey van Pittius optimistic over the outlook for the asset class.

Emerging market outlook

Deep discounts and heightened diversity provide a rich hunting ground

Fear was a key driving force of investor behaviour in 2022. This resulted in some major dislocations of asset prices relative to fundamentals. Active investors should look to harness these, explain Werner Gey van Pittius, Victoria Harling and Archie Hart.

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