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2024-07-31 01:00:00 ET Summary We believe EM debt offers an attractive investment opportunity within the fixed-income space. We believe the administration of Mexican President-elect Claudia Sheinbaum Pardo should support Pemex. India has relatively high economic growth, resili...
2024-07-27 03:00:00 ET Summary EM Bonds continue to outshine those in developed markets, thanks to positive political developments and a favorable rate environment. The second big development after politics in the second quarter was that US rates rallied. The decline in yields...
2024-07-26 14:10:00 ET Summary Separating signals from noise in the current geopolitical environment is probably harder than ever, but there may not be great information value for investors anyway. Market volatility traditionally rises in election years, but returns in the six mon...
2024-07-25 03:40:00 ET Summary Previous episodes of politically induced volatility have translated to important opportunities for alpha generation. EM countries should be less directly exposed to higher tariffs, given the significant growth in intra-EM trade. We do not believe...
2024-07-18 14:50:00 ET Summary We are concerned that the U.S. Federal Reserve may wait too long to follow other major central banks in making its first cut. We think political and market volatility is likely to rise in the second half of the year, with the potential to persist wel...
2024-07-12 09:00:00 ET Summary Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. economy. While the Fed continues to navigate a potential soft landing, global central banks are actively transitioning onto a path of easing policy. While...
2024-07-10 07:30:00 ET Summary Growth differentials between EMs and developed markets are shifting in favor of EMs. Currently, the amount of outstanding bonds that have a positive ratings outlook vastly surpasses the amount of bonds with a negative ratings outlook. Frontier ma...
2024-07-03 07:15:00 ET Summary The US dollar has strengthened notably in 2024 with the shift in market expectations to higher US rates for longer. EMs’ buildup of official reserves and the evolution of EM debt to far higher issuance in local currencies are structural factor...
2024-05-31 07:55:00 ET Summary Copper demand remains robust in both Chinese and ex-Chinese markets, fueled by investments in renewable energy, EVs, and data centers. Nickel prices fell by 45% on the London Metal Exchange and 46% in China last year, driven by a supply surge from In...
2024-05-16 09:40:00 ET Summary The VanEck Emerging Markets Bond Fund was down 1.5%, compared to down 2.1% for its benchmark in April. During April, the Fund initiated or increased exposure to several big local currency markets, which had all sold off during the month including Mex...