All Emerging Market Debt articles – Page 29
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White papers
Asian fund passports’ slow progress
While passports are likely to accelerate growth in the local fund industry, national interests are hindering their development.
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White papers
Emerging Markets Debt: Issuer Selection is Key
The focus of the capital markets is shifting back to investments in the emerging markets debt space. Greater political and economic stability, the reduction of current account deficits and the recovery of commodity prices are just some of the arguments in favour of emerging markets (EMs). Future US policy is creating uncertainties, but EM fixed income investments continue to offer plenty of potential.
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White papers
Asset Allocation Monthly: March 2017
Global equity markets are near all-time highs, bond markets are relatively calm, and currency volatility is reasonably low.
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White papers
French elections: what to expect should Le Pen prevail
Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come.
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White papers
Tackling the ‘unknown unknowns’: how active managers manage unforeseen risks
The best active managers never resort to blaming events seemingly outside of their control for poor performance. Rather, they work harder to overcome such hurdles, listening to a wide range of views, inviting challenge and working closely with others to refine their process so as to retain that all-important edge.
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White papers
[Full paper] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation.
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White papers
[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.
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White papers
Cross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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White papers
Evolution of the investment approach to emerging market debt
Emerging market fixed income is a maturing asset class. Its rapid growth in size, scale and complexity has meant that investors have had to adapt their investment approach over time to gain appropriate exposure given the many different risk and return drivers at play across the full spectrum. We believe a total return multi-asset approach is likely to play an increasingly important role in investor allocation behaviour.
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White papers
Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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White papers
Cross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papers
Cross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papers
Welcome to AIQ
A new publication that brings together the collective insight of Aviva Investors’ teams from across the globe on some of the key themes influencing investment markets.
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White papers
Mind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
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White papers
[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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White papers
[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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White papers
A blended approach to Emerging Market Debt
As more investors look outside traditional government bonds in order to generate a reasonable yield in what is a historical low-yielding environment, Emerging Market Debt has been a significant beneficiary of the reallocation.
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White papers
Emerging market corporate bonds offer sustainable opportunities
Emerging market (EM) corporate bonds and sustainability may seem like an unusual combination at first glance.
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White papers
House View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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White papers
Edmond de Rothschild: Is there upside on emerging debt?
Interview with Jean-Jacques Durand, manager of the Edmond de Rothschild Emerging Bonds fund