Introduction

Exploring the opportunities in Emerging Markets Bonds by differentiating between local currency debt and US dollar denominated debt, emphasizing currency risks and benefits for investors.

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Episode notes

Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.

Topics covered include:

How emerging markets bonds have performed relative to U.S. bonds
How frequently have emerging markets bonds defaulted
What is the difference between local currency and U.S. dollar-denominated emerging markets bonds
Why emerging markets nations are reforming
What are the ways to invest in emerging markets bonds and what factors should you consider

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Show Notes

Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO

EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings

The big opportunity in emerging market debt by Victoria Courmes—The Financial Times