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Emerging Market Debt Q4 2013

Emerging Market Debt Q4 2013
Recorded Jan 24 2014 19 mins
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Presented by
Brett Diment
Presentation preview: Emerging Market Debt Q4 2013

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    2. What are the asset classes that should be favoured?

    In EUR, we favour APP (Asset Purchase Program) bonds (Govies + PSPP + CSPP), i.e. bonds bought by the ECB (EUR 80 billion/month) and in USD, we stay overweight long US Treasuries (both 30y nominal bonds and TIPS which are inflation-linked). In USD, we also favour high quality emerging bonds (but high quality only). We avoid any kind of bonds which eventually behave like equities in bear markets (high yield, deeply subordinated bank debt).
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  • Title: Emerging Market Debt Q4 2013
  • Live at: Jan 24 2014 11:30 am
  • Presented by: Brett Diment
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