Emerging market debt rally set to moderate

Columbia Threadneedle
By January 10, 2020 14:45

Emerging market debt rally set to moderate

Emerging market (EM) debt started 2019 at attractive valuations. This followed a nine-month slide as the US Federal Reserve moved to normalise monetary policy and raise interest rates, which naturally strengthened the dollar and increased EMs’ funding costs. Our forecast for 2019 called for total returns of 6% from dollar-denominated and local-currency assets. However, EM debt hugely outperformed our expectations, largely thanks to the Fed’s sharp about-turn in January, when it signalled the cycle of rate increases was at an end. 

Columbia Threadneedle
By January 10, 2020 14:45

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