EMLC

U.S. Elections: What A Trump Win Would Mean For Emerging Markets Debt

Weekly Report: what happened at EMLC last week (0715-0719)?

The Yield Advantage In Global Markets

Inflation volatility is decreasing, providing opportunities for investors to benefit from positive real yields. Dan Ivascyn says investors should be patient and take advantage of the yield advantage in global markets. He says there's great value outside of the United States. The US economy is strong and will likely be favorable to emerging markets.

Overcoming Inertia: How Home Bias Hurts U.S. Investors

Home Investing Strategy Fixed Income Analysis Overcoming Inertia: How Home Bias Hurts U.S. Investors. Global bonds hedged to the US dollar have historically been less volatile and generated higher risk-adjusted returns. Over the past 40 years, hedged global bonds have captured 86% of gains when US bonds rallied. Global yields are coming off their highest levels in a decade, and monetary and fiscal policies are diverging globally. These conditions favor global fixed-income exposure.

Weekly Report: what happened at EMLC last week (0708-0712)?

Fixed Income Perspectives: Looking Ahead At Q3 2024 - A Resilient U.S. Economy Is Keeping Rate Cuts On Hold... For Now

Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. Economy. Global central banks are actively transitioning onto a path of easing policy. Many fixed income asset classes are poised for potential outperformance heading into the second half of the year.

Crossing The Frontier Of Emerging Markets Debt

William Blair says emerging markets debt is still attractive due to an improvement in fundamentals and attractive yields. Frontier markets have benefited from commodity prices because they are overwhelmingly commodity exporters. Growth differentials between EMs and developed markets are shifting in favor of EMs. A soft landing in the U.S. Would support EM returns.

Weekly Report: what happened at EMLC last week (0701-0705)?