All Emerging Market Debt articles – Page 2
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White papers
Fixed Income Roadmap 2024
Given current yield levels, slowing growth, and continued disinflation, fixed income moves into the limelight, offering attractive prospects for investors. Our fixed income game plan visualises just where investors should be looking now.
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Fixed Income Quarterly – Emerging market bonds: a return of flows
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became more certain the US Federal Reserve (Fed) would be able to pivot to easier monetary policy in 2024.
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Emerging Markets Debt: Cautiously Optimistic
Buoyed by a drop in 10-year Treasury yields, moderating inflation, and an economy that continues to chug along, emerging markets debt has entered 2024 on an upbeat note.
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Bullish on bonds
”This cycle of rate hikes may be over, but we don’t anticipate seeing cuts until closer to midyear.”
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Emerging-Market Debt Outlook 2024: Turning the Corner
We expect a favorable environment for emerging-market bonds in 2024, provided investors stay selective.
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Global fixed income outlook 2024: opportunity knocking
The world appears to have moved beyond the height of interest rate hikes, inflation and economic acceleration.
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A Compelling Value Proposition in EM IG Corporate Debt
Elevated yields, improving credit quality and lower interest rate risk are presenting a strong case for EM investment grade corporate debt—especially in a soft landing scenario.
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EMD outlook 2024: Navigating a bifurcated universe
In this outlook, we outline the global backdrop that emerging markets (EMs) can expect in 2024, including a more dovish US Federal Reserve (Fed), a more supportive backdrop for EM currencies and weak global growth.
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Emerging market debt outlook: Beyond headline events
According to Franklin Templeton Fixed Income, the impact of global events on emerging market risk sentiment may continue to divert capital away from the asset class, especially when the risk-free rate offers a substantial yield. However, as we move further through the US Federal Reserve cycle over the next year, we should see capital return to the asset class.
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Debt sustainability in emerging markets
The Franklin Templeton Fixed Income team believes more sovereigns are turning to the IMF for financing support as capital markets for low-income countries remain shut. In this paper, they consider how the IMF Debt Sustainability Framework could play a crucial role.
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Recent economic data confirms our outlook
”With softer economic growth ahead and the Fed expected to cut rates in 2024, this supports our positive stance on developed and emerging market bonds.”
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Insight across the fixed income spectrum
Federated Hermes’ Fixed Income Forum in London on 14 November, included sessions on the future of money markets, the prospects for emerging market debt, and the attraction of private credit.
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Not your average credit cycle
Geopolitics, hard landings, falling consumer confidence and corporate belt-tightening could all be part of the investment picture in 2024. That was the message from Federated Hermes’ Fixed Income Forum in London on 14 November.
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Emerging markets: Where do we go from here?
China’s myriad medium- to long-term issues present investors with a challenge. For bondholders in particular, the question of investibility in the world’s second-largest economy is a pressing concern. In this update we consider which other markets might offer an attractive alternative.
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2024 Outlook Public Fixed Income
With heightened uncertainty and widespread risks blurring the outlook, our credit market experts explore the future prospects for asset classes ranging from high yield, to investment grade credit, to emerging markets debt.
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Macro Perspectives: Diverging views on the economic path
Are current US market dynamics “too hot, too cold or just right?” What are the impacts of rising interest rates? What is the case for diversification? Our economists discuss these questions in our latest Macro Perspectives.
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Middle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
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Planning for long term success in emerging market debt
The fast-paced evolution of EMD as an asset class necessitates an investment approach that can adapt swiftly. In this Q&A, emerging market debt (EMD) portfolio manager Kirstie Spence discusses how to plan for the long-term success of managing the asset class.
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Emerging Market Green Bonds - Report 2022
The year 2022 proved a challenging one for international capital markets. For only the fifth time in the last 100 years, U.S. Treasuries and the S&P 500 both ended the year lower than where they started.
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Unlock income opportunities across key credit sectors
As rate cycles around the world move toward their peak, we could now be at an inflection point for fixed income.