As noted in previous posts, a number of fears are driving concerns about the future returns of emerging markets (EM) sovereign debt in the midst of interest-rate hikes by the U.S. Federal Reserve (Fed). Having...
AT WILLIAM BLAIR
The U.S. Federal Reserve (Fed) has begun raising rates, spurring concerns about the impact on fixed-income returns. Should emerging markets (EM) debt investors be concerned, or could this be a buying opportunity? In this series—based...
For active managers, emerging markets may provide an opportunity to weather recent market volatility and potentially generate alpha. But emerging markets are not homogeneous, and pinpointing the reason for dispersion is critical to finding opportunities....