This perspective from Aviva Investors mirrors many recent conversations we have had with clients about the more optimistic prospects for EMD. An uptick in fortunes for the asset class may well lead to greater demand for talent and market liquidity
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The re emergence of Emerging Markets?
Aviva Investors has been increasing emerging market debt (EMD) exposure across its multi-strategy and AIMS fund range on expectations the asset class's return prospects will be boosted by China's ongoing attempts to stimulate ailing growth. While bond yields have fallen to record lows throughout developed markets in recent years, as investors flock to safe haven assets on global growth concerns, senior multi-asset fund manager Gavin Counsell (pictured) believes EMD prices could rise this year as China's growth continues to slow and move closer in line with the rest of the wo