Eaton Vance

Matthew Murphy, Senior Institutional Portfolio Manager

Fund: Eaton Vance Emerging Markets Debt Opportunities Fund

M&G Investments

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.