Timing Allocations to Emerging Market Credit
Also Interesting
Short term volatility, long term opportunity?
While emerging markets is an asset class that can have bouts of volatility, it is difficult for investors to ignore given its diversification benefits, attractive valuations, and the fact that about 70% of global growth comes from emerging economies. “Volatility is here to stay. The asset class has benefited from inflows, including from ‘tourist’ investors chasing yields, negative yields in Europe, and very low rates in the US” says Alejandro Arevalo, Fund Manager Emerging Market Debt.
