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Investment Opportunities in Emerging Markets

Review of 2014: key drivers: elections, geopolitics, oil, strong USD, policy dynamics
What determines our outlook on 2015: Recovery of EM growth, oil price, investor flows, ability of EM governments to build on election outcomes to push structural reforms agenda
Where to invest: depends on the investment horizon:
- Long- local at 6.3% yield, need to be able to sustain interim volatility from EM FX
- If shorter- at 6.3% yield as well, external with a preference for OW quasi-sovereign and corporate; if concerned with duration, target maturity structures can be attractive

Risks to watch: Continuing strong USD bid headwind for EM FX, failing oil price and asymmetric impact on "winner" and "losers", geopolitically events, negative growth surprises
Recorded Jan 21 2015 41 mins
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Presented by
Olga Serhiyevich, Vice President, Emerging Markets, PIMCO
Presentation preview: Investment Opportunities in Emerging Markets

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PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 45+ years since, we have continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions. Today we have offices across the globe and 2,200 professionals united by a single purpose: creating opportunities for investors in every environment.

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  • Title: Investment Opportunities in Emerging Markets
  • Live at: Jan 21 2015 3:00 pm
  • Presented by: Olga Serhiyevich, Vice President, Emerging Markets, PIMCO
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