Emerging Markets Bonds
Un enfoque contrario y de alta convicción, que combina estrategias bottom-up y de valor relativo.
Bonos de ME en el Q3: resumen de nuestros expertos
Fixed Income Boutique
En sus vídeos de actualización trimestral de cinco minutos de duración, nuestros gestores de cartera Wouter Van Overfelt, Head of Emerging Markets Corporates, y Luc D’hooge, Portfolio Manager of Emerging Markets Debt, resumen la evolución y los puntos más destacados de las estrategias de deuda de mercados emergentes y de bonos corporativos de mercados emergentes a su cargo.
Bonos corporativos de mercados emergentes
Deuda de mercados emergentes
Sobre los autores
Fondos relacionados
Sobre los autores
Temas:
Insights relacionados
Asset management
Mercados emergentes: el tren ya ha salido de la estación, pero aún puedes subirte
Los mercados emergentes acaban de capear dos grandes crisis mundiales y han salido airosos. Creemos que esto no es casualidad. Muchos inversores se perdieron el repunte posterior al Día de la Liberación al permanecer anclados en un marco que quizá ya no describe el universo de los mercados emergentes. Ese mismo error de posicionamiento corre el riesgo de agravar hoy la posible subexposición de las carteras.
Fixed Income Boutique
EM Bonds: resilience amid oil shock and geopolitical uncertainty
We believe EM fixed income is better positioned today than four years ago, despite uncertainty around the duration of the war and the disruption of oil supply. If de-escalation materializes in the short term, EM bonds may rebound amid a resumption of pre-war trends, including diversification away from US-centric portfolios.
Fixed Income Boutique
The AI impact on investment grade, high yield, and Swiss bond markets
In investment grade, several hyperscalers raised capex projections, driving record-breaking bond issuance. AI-related investments are heightening correlation risks and reshaping index compositions. In high yield, AI disruption creates risks and opportunities, particularly in software. The AI-capex trend has impacted the Swiss bond market, where new issuance remained elevated.
Fixed Income Boutique
How the Federal Reserve, Bank of Japan, and European Central Bank are balancing monetary and fiscal priorities
In the US and Japan, monetary policy is expected to support fiscal policy, even when central banks have other plans. Federal Reserve “Fed” Chair nominee Kevin Warsh's reform plans conflict with US President Donald Trump's preference for low rates, and the Bank of Japan's efforts to normalize policy clash with Prime Minister Sanae Takaichi's economic agenda.
Asset management
Webinar replay | Middle East crisis: market impact
Vontobel’s experts provide their perspective on developments in the Middle East and Iran and discuss the potential impact on emerging market equities and fixed income.
Fixed Income Boutique
Euro IG Credit Outlook Q1 2026: Keep Calm and Carry On
Discover the Q1 2026 Euro IG Credit Outlook, highlighting favorable market conditions, robust credit fundamentals, AI-driven growth, and strategic investment opportunities in key sectors and maturities. Gain insights to navigate the evolving corporate bond landscape effectively.