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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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  • 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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