What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
Excess Returns
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How to Set the Duration of Your Portfolio
I think you're supposed to avoid being too much like the benchmark. There are plenty of cheap ETFs that can recreate a benchmark. We don't want to trade EM based on our view on treasuries. Most of your duration is in dollar bonds, right? And I would also say that there's two simple scenarios for the Fed,. either they hike and duration rallies, or they don't on duration rallies. You know, AUM does make you think a little differently.
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