Investors tend to seek emerging market (EM) debt when they need to enhance yield within their fixed income allocations. But a dedicated allocation to EM debt can offer investors much more than yield enhancement alone.
Companies making their businesses more efficient, sustainable, and “future-proof” are likely paving the path to sustained alpha - and are where we see the most compelling opportunities.
Businesses that become more sustainable create the most value for investors and for society at large – and that’s true both for ourselves and for the companies in which we invest on behalf of our clients.
As rapidly changing forces move economies and markets in Asia, we cut through the noise to provide insights investors can put to work.