Mon, Oct 5, 2015
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. Performance - Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September, Risky strategy sinks small hedge fund[more]

    Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September From Billionaire stock pickers David Einhorn, Daniel Loeb and Barry Rosenstein on Wednesday told their wealthy investors they lost money in September as market turmoil inflicted more pain on some of America'

  2. Opalesque Exclusive: IRAs represent billions of untapped capital for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital. Unlike traditional retirement accounts,

  3. Opalesque TV: One way to access market hedge funds in the EU under the AIFMD radar[more]

    Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund

  4. Investing - U.S. biotech bloodbath hits hedge funds but some bargains emerge, Computer-driven hedge funds betting on further stock selloff[more]

    U.S. biotech bloodbath hits hedge funds but some bargains emerge From A seven-day selloff of U.S. biotechnology stocks has hit sector investors - especially hedge funds - hard. But some managers say it was overdone and are already eyeing bargains such as Gilead Sciences Inc

  5. Vilas’ equity long bias hedge fund generates market-beating results[more]

    Komfie Manalo, Opalesque Asia: The Vilas Fund, an equity long bias fund managed by Chicago, Illinois-based Vilas Capital Management, posted five-year annualized returns, net of fees, of 23.47% vs. 15.87% for the S&P 500 Index, including divid