Re-Emerging Markets

Weekly Report: what happened at ESEB last week (0304-0308)?

Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF declares monthly distribution of $0.0700

Weekly Report: what happened at ESEB last week (0226-0301)?

Weekly Report: what happened at ESEB last week (0219-0223)?

Four Looming Risks That Could Bolster EM Bonds

Weekly Report: what happened at ESEB last week (0212-0216)?

Weekly Report: what happened at ESEB last week (0205-0209)?

Technical And Fundamental Factors Paint A Rosy Picture For EM Bonds

Weekly Report: what happened at ESEB last week (0129-0202)?

Could Falling U.S. Rates Elevate Emerging Market Returns?

Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF declares $0.0725 dividend

Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF declares $0.0725 dividend Feb. 01, 2024. Forward yield 5.18% Payable Feb. 8; for shareholders of record Feb. 2; ex-div Feb. 1.

Weekly Report: what happened at ESEB last week (0122-0126)?

Fiscal Dominance: The Clarifying Lens For EM (And DM) Bonds

Weekly Report: what happened at ESEB last week (0115-0119)?

Bull Or Bear? Emerging Markets Bonds Outperform In Both

VanEck Emerging Markets Bond Fund was up 3.88% in December, compared to 4.12% for its benchmark. Emerging markets bonds once again outperformed DM bonds, this time in a bond bull market year. Fed fund futures are pricing in about double the amount of 2024 cuts than the median of the Fed’s dot plot.

Emerging Market Debt Outlook 2024: Turning The Corner

We expect accommodative monetary policy, declining inflation and a weaker US dollar to provide support for the sector in 2024. Fiscal conditions in the emerging market debt sector may begin to recover in 2024, says AllianceBernstein. Moderating growth in China provides opportunities for other large emerging market countries to fill the void.

Looking For Opportunities In Longer Duration

William Blair anticipates a strong 2024 for emerging markets debt on the back of a significant improvement in the global macro backdrop. We see ample opportunities in EM frontier and distressed credit. The global monetary tightening cycle is nearly over, and investors should start adding to duration to lock in attractive yields.

2024 Emerging Market Fixed Income Outlook: Back With A Vengeance

The emerging market fundamental situation has remained satisfactory for emerging market debt investors. The EM Corporate credit universe has undergone a shift in composition in recent years. 2024 will be the most intense in 20 years for elections globally. The global fixed income outlook: Positive but not a "home run" for global investors.

Weekly Report: what happened at ESEB last week (0108-0112)?