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ESG in Emerging Markets Debt

01:39

Emerging corporate credit markets are relatively unexplored from an ESG perspective, but sustainable opportunities can be found in unlikely places.

PLAY VIDEO

ESG in Emerging Markets Debt

01:39

Emerging corporate credit markets are relatively unexplored from an ESG perspective, but sustainable opportunities can be found in unlikely places.

ESG Videos

ESG Blog Posts

September 15, 2021

Emerging Markets Debt

The Green Bond Potential in Emerging Markets

Yvette Babb

Recently news broke that two Kenyan issuers are considering green bonds. Is this a portent of good things...

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September 7, 2021

Emerging Markets Debt

ESG Concerns Limit East African Oil and Gas Outlook

Yvette Babb

East Africa was one of the fastest-growing regions of Africa leading up to the COVID-19 pandemic, and many...

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August 17, 2021

Multi-Asset

Rubles, Reals, and Institutional Quality

Brian Singer, CFA, Partner

Our team recently increased existing long exposure to the Brazilian real (BRL) and Russian ruble (RUB)—a decision justified...

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Glossary

INDICES
The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based benchmark that measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, mortgage-backed securities (agency fixed-rate and hybrid ARM pass-throughs), asset-backed securities, and commercial mortgage backed securities.

The MSCI ACWI IMI Index is a free float-adjusted, market capitalization-weighted index that captures large, mid, and small cap representation across developed and emerging markets.

The MSCI ACWI ex-US IMI Index is a free float-adjusted, market capitalization-weighted index that captures large, mid, and small cap representation across developed and emerging markets, excluding the U.S. The Value and Growth Indices are a subset of the Index that adopt a framework for style segmentation in which value and growth securities are characterized using different attributes. Multiple factors are used to identify value and growth characteristics.

The MSCI ACWI Small Cap Index is a free float-adjusted, market capitalization-weighted index that captures small cap representation across developed and emerging markets.

The MSCI Emerging Markets Index is a free float-adjusted, market capitalization-weighted index that is designed to measure the equity market performance of emerging markets.

The MSCI World Index is a free float-adjusted, market capitalization-weighted index that is designed to measure the equity market performance of developed markets.

The Russell 2000 Index is a market capitalization-weighted index designed to represent the small cap segment of the U.S. equity universe.

Index performance is for illustrative purposes only. The indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.

TERMS
Alpha is a measure of an investment's return in excess of the market's return, after both have been adjusted for risk.

Beta is a measure of the volatility of an investment relative to the overall market, represented by a comparable benchmark.

Half-life is a statistical measure of the time required for the discrepancy between price and value to contract by half of its starting value. Fundamental value estimates are based on the Dynamic Allocation Strategies team's proprietary research.

P/E Ratio is a measure of valuation which compares share price to earnings per share, calculated using estimates for the next twelve months.

Standard deviation is a statistical measurement of variations from the average.

QUANTITATIVE MODELS – FACTOR DEFINITIONS
The William Blair Earnings Trend Model captures information about short- and medium-term changes in analyst estimates in an attempt to anticipate future estimate changes and stock performance. The score combines measurements of earnings revisions, momentum, and earnings surprise.

The William Blair Valuation Model combines varying metrics used to characterize the relationship between the stock’s trading price and its intrinsic value. By going beyond using only one or two measures, the model attempts to build a more holistic version of a stock’s worth vis-a-vis the market. The score combines measurements of earnings/cash flow based, asset-based, and model-based factors.

FEATURED TOPICS

U.S. EQUITY

GLOBAL EQUITY

EMERGING MARKETS DEBT

U.S. FIXED INCOME

GLOBAL MACRO

ESG Resources

ESG Brochures and White Papers

ESG in Emerging Markets Debt

ESG in Emerging Markets Debt

ESG Videos

ESG Blog Posts

The Green Bond Potential in Emerging Markets

ESG Concerns Limit East African Oil and Gas Outlook

Rubles, Reals, and Institutional Quality

Looking for More ESG Insights?

Create an
Enduring Partnership

FEATURED TOPICS

U.S. EQUITY

GLOBAL EQUITY

EMERGING MARKETS DEBT

U.S. FIXED INCOME

GLOBAL MACRO

ESG Resources

ESG Brochures and White Papers

ESG IntegrationAcross the Cap Spectrum

ESG Integration: A More Holistic View

Investing for Impact: Our Take

ESG Investing and Portfolio Integration

Our ESG Investment Philosophy

Our Journey to a Sustainable Future

How We Integrate ESG Factors

ESG in Emerging Markets Debt

Why ESG Matters in Emerging Markets

Our Active Ownership Policy

ESG in Emerging Markets Debt

ESG in Emerging Markets Debt

ESG Videos

ESG: The Economist Impact Investing Panel Highlights

ESG: Sustainability and Corporate Value

How ESG Drives Returns

ESG: Defining Impact

ESG Integration

ESG in Emerging Markets Debt

ESG Blog Posts

The Green Bond Potential in Emerging Markets

ESG Concerns Limit East African Oil and Gas Outlook

Rubles, Reals, and Institutional Quality

Looking for More ESG Insights?

Create an Enduring Partnership

Privacy & Security

Cookie Policy

Our use of cookies

Additional Resources

Social Media Disclaimer

Glossary

ESG Integration
Across the Cap Spectrum

Investing for Impact:
Our Take

How We Integrate
ESG Factors

ESG in Emerging
Markets Debt

Create an
Enduring Partnership