Unlocking Alpha: Now is the time for Emerging Market Debt

We believe that Emerging Market (EM) debt defies negative perceptions and stands out as a strong performing fixed income market. Compared to developed markets, EM economies may offer superior growth prospects and stronger fiscal management. We see the period ahead as one where we may have to navigate some volatility but where alpha-generating opportunities are there for the taking. However, in doing so an active, in-depth macro-economic approach is crucial. With high yield levels and improving outlooks, we believe that EM debt provides a compelling investment opportunity.