Emerging markets fixed income | Volatility presents opportunities

A number of the headwinds to emerging markets debt are expected to reduce in the coming months and therefore we have a constructive bias ahead of those improved dynamics.

20 nov 2018
  • Emerging markets debt investors face a number of headwinds in the short to medium term.
  • Desynchronized global growth, tighter monetary conditions and idiosyncratic issues are likely to continue to weigh on investor sentiment. These headwinds are expected to reduce in the coming months.
  • Core fundamentals remain favorable and corporate fundamentals continue to reflect improving long-term growth prospects.
  • For investors with a long-term horizon, current yields appear to be a potentially attractive entry point.

This article is part of Panorama: Investing in 2019, UBS Asset Management's outlook for the year ahead.

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