EMAG News and Press, VanEck Vectors Emerging Markets Aggregate Bond ETF From 01/17/23

Summary In our view, the balance of demand and supply factors should support oil prices in 2023. Most EM banking systems look better positioned in terms of capital than they were during the Global Financial Crisis. All things considered, we continue to believe that current valuation...

Summary Emerging markets have weathered tightening financial conditions. We now see a relatively good backdrop for EM assets as EM rates peak and China reopens. Stocks added to gains and bond yields fell as markets priced in Federal Reserve rate cuts later in 2023. We don’t think...

Summary Markets may be underestimating the stickiness of inflation and central banks’ determination to beat it - and what that means for growth and corporate earnings potential. We favor fixed income and credit over equities, and investment grade over high yield. Should infla...

Summary Financial markets offered few opportunities for refuge in 2022, and emerging-market bonds were no exception. We expect the past year’s difficult conditions to gradually unwind in 2023, but risks remain. Investors will need to be selective. By Christian DiC...

Summary Relative to developed markets, emerging markets responded quicker to inflation, remain in better shape financially, and benefit from higher commodity prices. Notwithstanding China’s more recent policy direction, emerging markets, in general, have moved much more quickly t...

Summary As central banks battled inflation, interest rates soared and recession fears mounted. Now, central banks must slow their pace of tightening and carefully calibrate a soft landing. We address the challenges of a global slowdown, the benefits of higher yields and strategies f...

Summary The Fed’s interest rate and liquidity tools are blunt instruments, particularly in a service-oriented economy. If inflation indeed moderates from here, it is likely that interest rate volatility moderates alongside it. Monetary policy has created the asset-on/asset-of...

Summary ESG factors have been widely used as a set of criteria in a manager’s risk assessment toolkit. Making the wrong call with respect to ESG can sometimes mean excluding certain sectors based on these considerations alone. ESG factors are part of the global risk complex a...

Summary The transition to net-zero emissions has become one of the key drivers that will define the global economy over the decades to come. The Paris Agreement and national climate change plans anticipate a gradual transition to a low-carbon world – not an overnight switch to ze...

Summary Emerging market and high yield bond markets have improved in recent weeks, indicated by both aggregate and issuer-specific developments. There has been a general improvement in risk appetite during the last month, based on expectations of a less-severe upward trajectory for poli...