Portfolio Adviser: portfolio adviser interview with lee robertson part 2

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Emerging markets take advantage of their relative lack of debt

Emerging markets take advantage of their relative lack of debt

From wealth manager Jun 15 2012 BY: Gary Corcoran , Editorial Director, Portfolio Adviser & International Adviser

[To see part 3, click here]

There has been a huge emphasis recently on fund houses building up, or even building from scratch, their emerging market capability, with a particular focus on emerging market debt.
The only surprise about this to Lee Robertson is that it the timing, suggesting some players are “slightly late to the game”.
He talks me through both sides of the equation, looking at why emerging markets and why debt, explaining how he specifically gets his EM exposure (JP Morgan is on his buy list, among others).

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