Matthew Murphy, Senior Institutional Portfolio Manager
Fund: Eaton Vance Emerging Markets Debt Opportunities Fund
Michael Bourke, Fund Manager, M&G Investments
Fund: M&G Global Emerging Markets Fund
River & Mercantile
Al Bryant, Head of Emerging Markets
Fund: R&M Emerging Market ILC Equity Fund
Vontobel Asset Management AG
Sergey Goncharov, Portfolio Manager/ Analyst & Adrian Bender, Client Portfolio Manager
Fund: Emerging Markets Corporate Bond
Low duration, high spreads and an inefficient market. Is EM Corporate credit truly an active investor’s paradise?
With a current yield of well in excess of 7% in USD and duration around 4 years, we believe our contrarian approach is well suited to today’s low-yield, reflationary world. But EM corporate credit remains an exotic asset class for many investors. Few venture past EM sovereigns leaving a huge (almost) empty playing field with significant alpha opportunities for high conviction managers.