Emerging Markets Bonds
A high-conviction and contrarian approach, combining bottom-up and relative-value strategies.
Are emerging market bonds on the mend? Video updates by our experts
Fixed Income Boutique
While the second quarter of 2023 was shaped by a major reassessment of monetary policy in developed economies, bonds in emerging markets (EM) outperformed. On one side, we were able to capture the momentum with our emerging market debt strategy. In contrast, our corporate bonds strategy had a difficult quarter, mainly due to turmoil in the Chinese property sector.
At the end of the quarter, the waters calmed down, and June turned out to be a good month for risky assets. As a result, both of our strategies were able to deliver positive returns.
Is the asset class ready to shine now?
Emerging Markets Debt
Emerging Markets Corporates
With an attractive yield, a well-diversified portfolio, and a focus on quality bonds and liquidity, we feel our strategies are well positioned for the second half of 2023.
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Fixed Income Boutique
ESG and Emerging Market Debt: Lower Volatility, Solid Returns
Many overlook ESG criteria in the Emerging Markets sector, but this is missing a key opportunity it can offer: by reducing volatility, its application may make EM debt more attractive to those interested in the space but avoid it nonetheless due to political and other risks.
Fixed Income Boutique
Our experts’ third-quarter recap on emerging-market bonds
Luc D’hooge and Wouter Van Overfelt review the developments of the Emerging Markets Debt and Emerging Markets Corporate Bond strategies they manage.
Fixed Income Boutique
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Wouter Van Overfelt, Head of Emerging Market Corporates and Luc D’hooge, Head of Emerging Markets Bonds, provide a review on the developments in the first quarter, the current positioning of the strategies as well as an outlook for the remainder of 2023.
Fixed Income Boutique
Emerging Market Bonds - Review 2022 and Outlook 2023
Luc D’hooge, Head of Emerging Markets Bonds and Wouter Van Overfelt, Head of Emerging Market Corporates, provide a review on the developments in 2022, the current positioning of the strategies as well as an outlook for 2023.
Fixed Income Boutique
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Fixed Income Boutique
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