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Investor Insights

Off the Record: Hunting for Value in Africa with Bond Fund Managers

We speak with a number of leading Africa-focused fixed income fund managers to get a better sense of the opportunities and risks present in the continent’s emerging and frontier economies.

18 Aug 2017

Off the Record: Global Investors On Concerns and Opportunities in Emerging Market Debt

The rally in EM assets this year seems all but unstoppable as investors continue hunting for yield further afield amidst persistently low interest rates in developed markets and a weakened US dollar. Is it set to continue? Bonds and Loans speaks with global investors one-on-one about macro trends influencing EM debt capital markets.

8 Aug 2017

Should Indexing Remain a Business?

In constitution and performance, indexes are in large part designed to act as a mirror to the markets they reflect, with investors largely vying for ways to exploit information deficiencies and fleeting hunches to beat them. But in emerging markets, there is a huge discrepancy between the assets that compose these indexes and the actual asset class, raising fundamental questions about the purpose…

26 Jun 2017

Emerging Markets: Keep Calm and Carry Trade

Emerging market corporate bonds have become a hit with investors in recent years as improving fundamental and good governance practices have sent default rates plunging to record lows. Despite fears around an EM debt bubble emerging, fund managers seem resolutely upbeat about the asset class.

31 May 2017

Pushing the Limits on Bond Pricing, Tenors, YDA sets New Benchmark for Turkey

YDA Group’s TRY250mn was a well-structured deal that set a new benchmark for size and tenors in the local currency bond market, a deal made even more impressive by the fact that it was executed during one of the country’s most volatile periods. We speak with Cumhur Bilen, CFO of YDA Group about the company's landmark bond transaction and the its bid to push the limits in the country’s capital…

16 Feb 2017

CASE STUDY: Noor Bank Issues Debut Tier 1 Perpetual

Noor Bank’s debut perpetual Tier 1 perpetual sukuk issuance met with strong demand from global investors and achieved the lowest yield of any Tier 1 Basel III compliant perpetual sukuk in Dubai, despite a volatile market backdrop which saw oil prices dip below US$30 per barrel.

7 Feb 2017

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