Emerging Market Debt: Key Insights from Q1 2023 and Future Opportunities

Capital Group
By May 22, 2023 07:28

Emerging Market Debt: Key Insights from Q1 2023 and Future Opportunities

In Capital Group's text, the key highlights of Q1 2023 are discussed, focusing on the resilience of Emerging Market (EM) debt despite banking sector volatility. This resilience was driven by investors paying attention to macroeconomic tailwinds from China's reopening, robust fundamentals, and high initial yields from various sovereign issuers.

Investment Opportunities Amid Market Volatility

The second part of the discussion highlights the aftermath of the sharp sell-off in EM debt in 2022, which has led to attractive market valuations. Capital Group expresses a preference for local currency markets, especially across Latin America. The combination of slowing inflation and anticipated policy easing in these regions presents promising total return opportunities.

To understand these trends more comprehensively and learn how to navigate the evolving landscape of EM debt, click "Read report". Immerse yourself in the nuanced insights and market analysis provided by Capital Group.

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.


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

LinkedIn: capital-group-europe

Capital Group
By May 22, 2023 07:28