PA Video Insight: GEM debt attractive having ‘troughed at a low level’

Added 24th October 2016

Global emerging market equities and debt have had a tough past three, four or even five years but both have rallied well so far in 2016. So, for GEM debt, where next?

Abbas Emeli-Renani, the global emerging market strategist at Amundi Asset Management, sees the GEM debt pick-up so far this year continuing but equally expects it to pause at some stage for a breather given the pace and extent of the rally.

When it does get going again, he can see positives for emerging markets where there are negatives for developed markets, politics being just one such example with governability looking stronger for emerging (think Brazil, Argentina, South Africa) than developed markets (think US, France and Germany).

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Gary Corcoran

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Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

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