By Robert Nelson, CFA, Vice President, Portfolio Manager, Research Analyst, Franklin Templeton Fixed Income Group
Robert Nelson, a portfolio manager with Franklin Templeton Fixed Income Group, believes emerging market corporate debt presents a compelling but under-appreciated investment story. Here he sets out three reasons why investors might consider an allocation to the asset class.
A combination of depth, diversity, quality and value leads us to believe emerging market corporate debt offers a persuasive investment opportunity in its own right.
Emerging market corporate debt is a large and well-diversified asset class of higher quality than many