Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.
Think differently about emerging markets (EM) debt investing.
After several years of sovereign downgrades, there has been a decoupling of the corporate asset class from the sovereign space.
Investors of many types were blindsided by the COVID-19 Crisis. Emerging Market (EM) debt investors, familiar with volatility and the opportunities market dislocations can provide, have been assessing portfolio allocations in light of shifting valuations.
Investors may view emerging markets as particularly vulnerable to volatility, since the asset class typically sees outflows during times of market stress. However, emerging markets are not all one and the same.
Charlse Regan, Head of Asia-Pacific Infrastructure Debt Ostrum AM Hong Kong, discusses the top 10 reasons to consider Infrastructure Debt as a portfolio diversifier.
Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in Emerging Markets.
The developed economies of Europe, US and Japan no longer have a monopoly on invention and progress. The New World is being built on a stage far, far away. The world is not just changing, it is being reinvented.
Ostrum AM focuses on stockpicking and avoids market "noise".
Despite recent volatility, emerging debt still offers the potential of higher returns than developed market bonds.
Insurers need innovative investment strategies in response to regulation and low yields.