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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
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