EMBD News and Press, Global X Emerging Markets Bond From 11/01/22

Summary Barclays Aggregate is down almost as much as the S&P 500 YTD. As of 10/31/22, the YTD return on high yield is far better than the return on corporate high-grade. There is relative value being created in the various bond market asset classes. Looking at th...

Summary Rising bond yields this year have seen many market analysts reach for a famous fixed income quote. Fixed income markets are facing one risk that they cannot face down. Fixed income markets are not only unable to face down or ignore SI issues, but they are also assimila...

Summary The impact of market volatility on the ESG sector. How energy insecurity is affecting the outlook for ESG? Should ESG funds should still be part of your portfolio? Interest in ESG funds has been growing for some time. But will that momentum continue a...

Summary Financial markets have entered a period of head-spinning volatility. Consumer inflation remains at record highs across major developed economies. Higher yields will bring new income-generating opportunities and significant shifts in risk-return assessments. ...

Summary For the most part, 2022 has unfolded largely on script, with inflation proving stubborn and the Federal Reserve seeking to cut off the spigot. Despite the general monetary trend toward stiff tightening on a global basis, individual countries continue to initiate moves to s...

Summary The Economist recently highlighted numerous issues with the present state of ESG investing and how it is falling short of its intended goals. Investors face challenges understanding the nuances of ESG strategies and what the strategies they invest in are accomplishing. ...

Summary Many investors think frontier markets are too risky, but strategically overweighting these markets in an emerging markets debt portfolio could offer higher return potential. If we look at the historical default rates in sovereign and in frontiers specifically, we believe t...

Summary The environmental factors (E) in ESG are dominated by measures of carbon emissions, energy and net zero, but less attention is paid to the use of materials and waste. This, in turn, is reflected in the relatively poor quality of data and associated metrics on waste and rec...

Summary Rising prices continue to confound expectations that slowing global growth will ease inflation pressures. Financial market turbulence may be here to stay for some time. The ability to rebalance negatively correlated assets helps generate income and potential return whi...

Summary The new regime poses an unavoidable trade-off for central banks: tame inflation by hiking or preserve growth. We see them overtightening rates, so keep risk low. UK gilt yields reached 14-year highs before the Bank of England intervened to halt the selloff. Yields on 10-ye...