Investors hunt EM havens

oasis AS 230x150
By Francesca Young, Lewis McLellan
22 Aug 2019

The great emerging markets bull run has hit a stumbling block. Many investors will take talk of a slowdown in global growth as a signal to flood into government bond markets, hoping to front run a scramble for quality and secure some capital appreciation. But for those who still have ambitions to secure higher yields than are available in developed markets — or those with an EM specific mandate — the hunt is on for credits that will outperform the rest of the EM asset class.

The trade war between the US and China has kicked up a gear over the past month, with US president Donald Trump’s threat of 10% tariffs on a further $300bn of Chinese imports. Although the Federal Reserve cut rates at the end of July, and is widely expected ...

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