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How long can the rally in EM continue?

The emerging market debt asset class has experienced strong returns in 2016 driven by substantial inflows stemming from an increased risk appetite fueled by low developed market yields. Given the rally has been driven more by a search for yield than an improving story in EM countries, the question becomes, how long can this rally continue?

Topics include
- Overview of recent market rally and performance drivers
- Shifts in the macro environment for emerging market countries
- Areas within EMD that present opportunities as well as risks
- The critical importance of portfolio construction and how it is executed by our team
Recorded Sep 20 2016 51 mins
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Presented by
Amanda LaMarca, Vinayak (Vinu) Potti, Olga Yangol
Presentation preview: How long can the rally in EM continue?
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HSBC Global Asset Management (North America)
HSBC Global Asset Management (North America)

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  • Title: How long can the rally in EM continue?
  • Live at: Sep 20 2016 2:30 pm
  • Presented by: Amanda LaMarca, Vinayak (Vinu) Potti, Olga Yangol
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