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In the light of the current market events, the portfolio managers of the strategy believe it is timely to shed some light on market dynamics of Emerging markets debt (EMD).
Interview with Thierry Larose, senior portfolio manager in emerging markets at Degroof Petercam Asset Management
You manage a fund on emerging market government bonds by applying a sustainable approach. What are the opportunities of this segment today?
A: We firmly believe that emerging countries are in the midst of a multi-decade convergence process towards industrialized countries. Improving economic fundamentals and higher income per capita, will necessarily result in lower risk premiums and real interest rates, and lead ultimately to appreciating local...
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