An interesting article highlighting the major trends in asset allocation for pension funds in the Netherlands. There has been a clear...
This recent article describes Local Currency Corporate EM funds as the 'new kid on the block'. We would suggest this 'kid' has been in...
Interesting piece from GMO exploring the notion that EM Debt and Equity will outperform the US over the next 7 years. Continues the theme...
An interesting article on the negative effect to the overall asset class of a limited number of EM nations.
While Fixed Income remains buoyant, we consider what some of the headwinds may be to sustainable returns
For a long while EMD has been a somewhat unloved asset class but with a recent shift in allocations and flock of what some are labeling...