Emerging Market Debt Indicator March 2020

Our EM Fixed Income team summarises recent market developments across the EM sovereign debt universe. The team also shares its views on the outlook for EM debt and provides insights into portfolio positioning.

Apr 14, 2020

19 minutes

Our EM Fixed Income team summarises recent market developments across the EM sovereign debt universe. The team also shares its views on the outlook for EM debt and provides insights into portfolio positioning.
This edition includes:
  • Market review
  • Top-down views and outlook
  • Emerging market assets reach historic valuations
    • Mike Hugman explains why we believe the current crisis has created a unique entry point for long-term investors.
  • Portfolio positioning highlights
    • An overview of our positioning in a selection of regions, countries and currencies

Read more here

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, issued April 2020.

Authored by

EMD Team

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