EMAG News and Press, VanEck Vectors Emerging Markets Aggregate Bond ETF From 09/06/22

Summary Soaring inflation, rate hikes, and a stronger dollar are reminiscent of the early 1980s – a decade that brought a wave of EM sovereign debt crises. This year has already seen Sri Lanka default, hit by an external liquidity crisis. In this article, we look at how...

Summary Since the beginning of 2022, emerging markets fixed-income investors have experienced negative returns as interest rates and credit spreads both moved higher due to several macro factors such as rate hikes, weaker local currencies, and downward GDP growth revisions. Emergi...

Summary In emerging markets valuations look attractive today after the losses across financial markets early this year. PIMCO’s investment process is founded upon our macroeconomic outlook and our in-house country and credit research. Although lower-quality frontier mar...

A climate mitigation policy mix of carbon taxes, green subsidies, and infrastructure investment could reduce global balances by a quarter by 2027. Global interest rates are also likely to fall in the longer term because of the decline in investment in fossil fuels, following an initia...

We now believe that EM debt could represent a buying opportunity for investors looking to take advantage of higher yields and improved valuations. The speed and extent of further monetary tightening in the United States are uncertain, and as a result, there are concerns about the impa...

Portfolio Manager Jack McIntyre explains how the global economy arrived at where it is today, and where it may be headed in terms of inflationary pressures and economic activity. He also provides a road map for asset allocation based on the outlook for inflation and growth. We cou...

Our expectation is that as valuations continue to improve, flows will return to the asset class, which may act as a catalyst for higher prices. This is supported by a 2021 International Monetary Fund paper concluding that growth optimism is not a key driver of hard currency bond flows...

Many of the downside risks flagged in our April World Economic Outlook have begun to materialize. Despite slowing activity, global inflation has been revised up, in part due to rising food and energy prices. As advanced economies raise interest rates to fight inflation, financial ...

In the second quarter, we've seen double-digit negative returns across the fixed income landscape. For corporate bonds on the investment-grade side of things, we've seen spreads tick 160. A lot of what's going on right now is just the aftermath of a pandemic that's disrupted the h...

Recent rate hikes by the U.S. Federal Reserve have weighed on emerging markets debt returns, which were already weak in 2021 and the first quarter of 2022. Looking back at previous Fed rate-hiking cycles, then, there is no clear pattern or trend to draw from conclusively: It is unclea...