On 25th March, Richard Fox, Head, Middle East and Africa Sovereign Ratings and Carmen Altenkirch, Director, Sub-Saharan Africa, Fitch Ratings, held a panel at this year's Bonds & Loans Africa conference titled 'The Africa overview: Understanding a continent of many different languages, jurisdictions and currencies'. Below you can view the summary from their panel and gain insights into the key…
7 Apr 2015
As interest rates in the US look set to rise and the ECB begin their quantitative easing programme, we ask Sergey Dergachev, Senior Portfolio Manager and Lead Manager for Union Investment Privatfonds’, for his viewpoint on how this will impact Emerging Markets fixed income. He also explains how a pick up in US growth will affect Emerging Market bonds.
1 Apr 2015
Are the US likely to raise rates and if so, how much and when? In this week’s edition of Investor Perspectives Jack Flaherty, Investment Director in GAM’s Fixed Income Investment team, walks us through the Central Bank’s hiking cycle and explains how this has impacted Emerging Market fixed income.
27 Mar 2015
What is the key driver behind the decision to issue bonds, loans or sukuk? And are interest rates likely to rise or stay the same? Ahead of our Bonds, Loans & Sukuk Middle East conference in Dubai in June, we carried out a survey with leading CFO’s to take measure of the market and gather their opinions on some of the key issues that will be discussed at this year’s conference. Download the…
20 Mar 2015
Following the kick start of the European Central Bank’s quantitative easing programme at the start of the year, Sonya Dilova,Emerging Markets Corporate Fund Manager, F&C Investments, explains why she believes interest rates are likely to remain low in Europe for some time. She also predicts whether we can expect a net-increase in issuance from oil-exporting countries as their revenues decrease.…
20 Mar 2015
Continuing our series of interviews with Emerging Market investors, this week Hannes Boller, Senior Portfolio Manager, Fisch Asset Management, gives his prediction on whether the pick up in US growth and strengthening dollar is a threat to Emerging Market bonds and analyses which countries have gained an advantage from the fall in oil prices.
13 Mar 2015
In December 2014, YDA Group issued their first three-year bond dominated in Turkish Lira by closing a TL 200 million bond. The European Bank for Reconstruction and Development (EBRD) subscribed to TL40 million of the bond, which marked the first time the bank had particpated in a local-currency bond by a Turkish company outside of the banking sector. Huseyin Arslan, Co-Founder and Chairman of…
13 Mar 2015
In the next edition of our series of interviews with Emerging Market investors, we ask Brigitte Posch, Head of Emerging Markets Corporates and Ricardo Adrogué, Head of Emerging Markets Debt at Babson Capital for their opinion on how the fall in oil prices will affect Emerging Market fixed income and where they currently see opportunities in the market.
6 Mar 2015