Tue, Oct 21, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Why Invest in Emerging Market Corporate Debt?
Radio Feature 81: Sona Blessing in conversation with John Peta and Zara Kazaryan
 
Monday, August 05, 2013
radio John Peta is Portfolio Manager, Co-head of Emerging Market Debt and Local Currency Strategy Leader. Zara Kazaryan is Fund Manager of Emerging Markets Debt and Corporate Strategy Leader. Both are members of Threadneedle’s Emerging Markets Fixed Income Team.

"The acceleration in rating upgrades for emerging markets corresponds with a vast improvement in the macro backdrop and net creditor status for emerging market countries in aggregate. Government debt to GDP for emerging market countries has declined to 34% of GDP 94.4% of GDP in 1993."

In this podcast they elaborate on the upside in emerging market debt and how it could be captured ...

 Download this feature as MP3 (30.20 MB)

 
Listen to the complete feature
Why Invest in Emerging Market Corporate Debt?

Duration: 13:11 

 

Or listen to selected sub-features
  • Q1 - Could you identify macroeconomic drivers that currently favour investing in emerging markets?

    Duration: 02:36 


  • Q2 - Within the emerging markets which asset classes do you believe will perform positively and why should investor be considering them?

    Duration: 01:07 


  • Q3 - How do you manage the underlying emerging market currency exposure and what is your longer term outlook on emerging market currencies?

    Duration: 01:28 


  • Q4 - Are emerging market corporates trading at attractive levels? Why and where have you have identified opportunities?

    Duration: 03:05 


  • Q5 - How would you rate an investment in emerging market corporates vs., emerging market high yield debt?

    Duration: 01:24 


  • Q6 - How do you factor-in inflation? Do you have a yield and duration target?

    Duration: 00:54 


  • Q7 - The Emerging Market Corporate Bond Index has a fairly substantial allocation to financials. How does this impact the way you allocate to emerging market corporate financials? Could you elaborate on the shadow banking issue in the context of the latter?

    Duration: 02:37 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: What's next for trend followers?[more]

    Bailey McCann, Opalesque New York: New research out from Ibbotson touches on a key debate happening among investors and fund managers, specifically whether long term trend followers can survive in the new

  2. Commodities - Oil wreaking havoc on small-cap energy stocks sliding 36%[more]

    From Bloomberg.com: Owning almost anything in the U.S. stock market has been a losing proposition since September. Owning smaller energy companies has been a catastrophe. Hercules Offshore Inc. and Resolute Energy Corp. are among 19 oil-and-gas equities in the Russell 2000 Index that lost more than

  3. Investing - Hedge funds favor equity long/short, Strategic bond managers hedge against further high yield sell-off[more]

    Hedge funds favor equity long/short From Securitieslendingtimes.com: Equity long/short strategies will generate good returns for hedge funds in the future, according to a panel at this year’s Risk Management Association Conference on Securities Lending in Naples, Florida. Panellists Sand

  4. Legal - Ex-hedge fund analyst weeps as judge hands down 5 year sentence, Former Columbus investment manager Steven P. Moore indicted on theft charges, SEBI confirms ban for Hong Kong hedge fund, SEC announces enforcement action against compliance officer[more]

    Ex-hedge fund analyst weeps as judge hands down 5 year sentence From Hereisthecity.com: An ex-hedge fund analyst was sentenced to 5 years in prison for his role in insider-trading scheme. The New York Post reports that former hedge fund analyst Matthew Teeple was sentenced Thursday to fiv

  5. Sparx optimistic about outlook for Japan[more]

    Benedicte Gravrand, Opalesque Geneva: According to SPARX, there are causes to be optimistic about the outlook for the Japanese market and the country's economy in general. Sparx Asset Management is a Tokyo-based asset manager, part of