An opportune time for long duration emerging market debt
In Short
Peter Marber, portfolio manager of the newly launched Emerging Market Opportunities fund, explains why the approaching end of the rate hiking cycle is a perfect time for investors to capitalize on longer duration emerging market debt.
- The US yield curve may be close to normalization and today’s emerging market debt yields are considerably higher that their five-year lows.
- The period after US dollar yields peak has historically been very good for emerging market returns.
- A longer duration emerging market debt fund should capture these higher returns opportunities.
- The fund analyzes by liquidity, credit rating, maturity, and sector to find market outliers – cheap and rich securities within and between countries.
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Peter Marber
Fund Manager and CIO Emerging Markets
An opportune time for long duration emerging market debt
