All Emerging Market Debt articles – Page 17
-
White papersThe “Pandemic Put” Can’t Last Forever
As the second half comes into focus, investors will have to contemplate a world in which the risks remain—and the backstops come with strings.
-
White papersGiving credit to decarbonisation (part 2)
What actions are commercial real-estate owners, and their lenders, taking to reduce carbon emissions – and how can this impact the performance of their assets?
-
White papersEmerging market debt: guiding beliefs for today’s market
With some countries lifting coronavirus lockdown periods, our emerging market debt team looks at the temporary factors affecting the asset class and reviews some key features investors should consider for the long-term. Bottom-up analysis, a benchmark agnostic approach and diversification might not sound like new ideas, but the current context underlines their importance even more.
-
White papersFiorino: the purpose of pandemic banking
In the latest instalment of Fiorino, our blog focused on deciphering complexity in global financials, we assess the resilience of banks as they prepare to finance businesses during the disruption caused by the pandemic.
-
White papersFixed Income: The Fed’s final frontier—negative rates or yield curve control?
What’s next for policymakers on supporting the economy? Dr. Sonal Desai offers her take.
-
White papersConsumers Are Betting On Herd Immunity
There is much optimism in a rebound in PMIs, but the fear of a second wave is in the back of many minds. Trade deals continue to come about.
-
-
White papersEmerging Market Debt Opportunities Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
-
White papersResponsible Investing in a Traditional Asset Class: US Municipal Bonds
Potential benefits and risks of investing in green bonds in the municipal market.
-
White papersHave traditional safe havens lost their edge?
COVID-19 has reminded investors of the importance of defensive positions within portfolios during times of stress. But are the ‘safe havens’ of the past still up to the task?
-
White papersECB QE Monitor - May 2020
Central Banks: interest rates near zero The Fed kept its interest rates unchanged. The ECB kept its interest rates unchanged. No movement on BoJ interest rates since 2016.
-
White papersThe day after #6 - Inflation: persistent headwinds but a possible inflationary cocktail
Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, exploding rates of unemployment (in particular in the United States), and rising debt levels. In this extraordinary context, inflation is often overlooked. This is a dangerous mistake, in our view. For investors, now more than ever, it is crucial to keep a very close eye on this metric—in particular, since we may be at the beginning of a complete regime shift.
-
White papersA Very Bond-Friendly Crisis
We believe the COVID-19 crisis and the response from governments and central banks creates an unusually favorable macro environment for credit.
-
White papersNeuberger Berman Fixed Income: Company Leadership during COVID-19
Assessing Company Leadership during COVID-19 with Active ESG Engagement
-
White papersFixed Income: If you open it, they will come
When will the global economy return to a sense of normalcy? Dr. Sonal Desai offers her take.
-
White papersUS-China Trade Tensions Resurface as Lockdowns Lift
As China’s economy continues to recover from the COVID-19 lockdown, other issues—such as trade tensions—have started to resurface.
-
White papersFlattening the credit curve: A closer look at short-dated assets
There are few areas of life that COVID-19 hasn’t impacted and credit markets are no exception. Mhammed Belfaida explains how the flattening of credit curves has revealed a surprising anomaly.
-
White papersEM Short-dated Debt: A Diamond in the Rough?
COVID-19 and lower oil prices have led to indiscriminate selling across EM corporate debt, creating a potentially compelling opportunity in the shorter-dated, higher-yielding segment of the market.
-
White papersEM Debt: Downturns, Defaults & Diamonds in the Rough
Barings’ Omotunde Lawal and Cem Karacadag explain how COVID-19 is impacting the economies of emerging markets, and how lower oil prices and loose monetary policies may influence the future default picture.
-
White papersFiorino: in this pandemic, asset quality is key to banks’ health
In this launch issue of Fiorino, our blog focused on deciphering complexity in global financials, we assess how banks are preparing for corporate defaults resulting from lockdowns across economies worldwide.
