Emerging market debt outlook for 2022

Capital Group
By January 14, 2022 09:55

Emerging market debt outlook for 2022

Higher inflation and in some cases, rising inflation expectations, have been a key focus for investors this year, in both emerging and developed markets (DM). This is against a backdrop of large fiscal and monetary stimulus from governments around the world due to the ongoing pandemic.

There are several factors driving the acceleration in inflation in EM, including base effects from the pandemic shock, supply side bottlenecks, high commodity prices, weak exchange rates (in some cases), and a recovery in domestic demand. Base effects will eventually come out of the system and a recovery from EM supply side constraints should contribute to lower inflation, although the timing is hard to call.

Asset Manager

Capital Group is one of the largest and most experienced investment management companies in the world

Capital Group is in 1931 opgericht in de Verenigde Staten en een van de grootste onafhankelijke vermogensbeheerders ter wereld met een actief beheerd vermogen van meer dan $2,1 biljoen. We doen alleen vermogensbeheer. Al 90 jaar is het ons primaire doel om een consistent en superieur resultaat te realiseren voor langetermijnbeleggers.

Website:capitalgroup.com

Feike Goudsmit
Managing Director, Institutional
Tel: +31 (0) 20 797 7575
E-mail: feike.goudsmit@capitalgroup.com

LinkedIn: capital-group-europe

Capital Group
By January 14, 2022 09:55

SEARCH