Insights for professional investors
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Insights for professional investors
With a still gloomy outlook for most developed countries, many emerging markets are picking up pace. However, this year still has a number of challenges, such as rising inflation, interest rate hikes, debt recovery, and China’s slow growth post its zero-Covid policy. In this difficult market environment, where do the investment opportunities in EMs lie? Three international investment experts share their insights and highlight the potential of emerging markets.
Note: The following information is for institutional and professional investors from DACH.
Sam Bentley explains why value investing remains the right approach for long-term investing in emerging markets and why the near-term and long-term outlook for value investing remains compelling.
Robert Simpson highlights the potential of Fixed Income returns in the Emerging Debt asset classes and discusses how global monetary tightening, positive trade developments, commodity prices, etc. are compelling reasons for allocating money to this asset class.
Robert Gibbs explains how Asian dollar credit is undergoing a profound transformation as investors look for greater in-region diversification and new growth opportunities in APAC.
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