EM Debt in discussion

Our EMD experts drill into the markets, discuss key themes and tackle questions on investors’ minds. Join us every second Tuesday of the month.
Our EMD experts drill into the markets, discuss key themes and tackle questions on investors’ minds. Join us every second Tuesday of the month.

EM Debt in discussion

Our new discussion series Ninety One Live: EM Debt in discussion is designed to give you access to senior members of our EMD investment team. In each of these sessions, our experts will drill into the markets, discuss key themes and tackle questions on investors’ minds.

What to expect

  • A quick pulse-take on recent market developments from our EMD team
  • A candid discussion on a highly relevant topic for EMD investors (more details below)
  • Ample opportunity to ask questions.

Replay previous events

December | Prospects across EMD in 2021

Tuesday, 8 December
Peter Eerdmans reflects back on what has already been an eventful year and looks ahead to what lies in store for EMD investors.

Watch the replay       Read the outlook


November | A hard look at hard currency

Tuesday, 17 November
There is more that differentiates hard currency EM sovereign and corporate debt than links them as fixed income asset classes. Head of EM Corporate Debt Victoria Harling and PM Thys Louw discuss the separate and complementary attractions of both asset classes, the need for structural allocations and the prospects for 2021.

Watch the replay       Read the key takeaways


October | The Allure of Asia

Tuesday, 13 October
Asia Fixed Income, including Chinese bonds, is an asset class that’s coming of age, offering attractive yields and low correlations. Our experts explain why the question for investors is no longer ‘if?’ or ‘when?’ but ‘how?’ and ‘how much?'

Watch the replay


September | Making the asset class work for you

Tuesday, 8 September BST
Listen in to a roundtable discussion between our sovereign and corporate debt experts and senior asset allocators, who will discuss what role EMD has to play in institutional portfolios and how to get the most out of it.

Watch the highlights       Read the key takeaways


June | Emerging Markets: looking at the road to recovery

Podcast
Peter Eerdmans, Head of Fixed Income, talks candidly about the issues and concerns facing EMD investors today, based on questions posed by our clients.

Listen


August | Fundamentally flawed or just misunderstood?

Tuesday, 11 August | 14:00 - 15:00 BST
First-quarter turmoil sent shockwaves through local currency markets. With COVID-19 stretching many economies’ finances, we ask: how strong are the foundations beneath local currency debt markets and can an allocation make sense for investors who dislike volatility?

Watch the replay       Read the transcript

 

Important information

This material is for informational purposes only and should not be construed as an offer, or solicitation of an offer, to buy or sell securities. All of the views expressed about the markets, securities or companies reflect the personal views of the individual named. While opinions stated are honestly held, they are not guarantees and should not be relied on. Ninety One in the normal course of its activities as an international investment manager may already hold or intend to purchase or sell the stocks mentioned on behalf of its clients. The information or opinions provided should not be taken as specific advice on the merits of any investment decision. This content may contains statements about expected or anticipated future events and financial results that are forward-looking in nature and, as a result, are subject to certain risks and uncertainties, such as general economic, market and business conditions, new legislation and regulatory actions, competitive and general economic factors and conditions and the occurrence of unexpected events. Actual results may differ materially from those stated herein.

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