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Are Emerging Markets Bonds a Once in a Generation Opportunity?

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Manage episode 411773380 series 3234219
内容由Money For the Rest of Us and J. David Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Money For the Rest of Us and J. David Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

Sponsors

Betterment - the automated investing and savings app

Monarch Money – Get an extended 30-day free trial

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

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

Default Risk Fades in Emerging Markets as Riskiest Bonds Soar by Zijia Song, Giovanna Bellotti Azevedo, and Srinivasan Sivabalan—Bloomberg

The weakest links in the global economy are on the mend by Ruchir Sharma—The Financial Times

How to invest in closed-end funds - Money for the Rest of Us

Investments Mentioned

iShares JP Morgan USD Emerging Markets Bond ETF (EMB)

iShares JP Morgan Emerging Markets Local Currency Bond ETF (LEMB)

DoubleLine Low Duration Emerging Markets Fixed Income Fund (DELNX)

DoubleLine Emerging Markets Fixed Income Fund (DLENX)

Virtus Stone Harbor Emerging Markets Income ETF (EDF)

DoubleLine Income Solutions Fund (DSL)

Morgan Stanley Emerging Markets Debt Fund (MSD)

Morgan Stanley Emerging Markets Domestic Debt Fund (MSD)

Related Episodes

411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta

How to Invest in Closed-End Funds

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

492集单集

Artwork
icon分享
 
Manage episode 411773380 series 3234219
内容由Money For the Rest of Us and J. David Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Money For the Rest of Us and J. David Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

Sponsors

Betterment - the automated investing and savings app

Monarch Money – Get an extended 30-day free trial

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

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

Default Risk Fades in Emerging Markets as Riskiest Bonds Soar by Zijia Song, Giovanna Bellotti Azevedo, and Srinivasan Sivabalan—Bloomberg

The weakest links in the global economy are on the mend by Ruchir Sharma—The Financial Times

How to invest in closed-end funds - Money for the Rest of Us

Investments Mentioned

iShares JP Morgan USD Emerging Markets Bond ETF (EMB)

iShares JP Morgan Emerging Markets Local Currency Bond ETF (LEMB)

DoubleLine Low Duration Emerging Markets Fixed Income Fund (DELNX)

DoubleLine Emerging Markets Fixed Income Fund (DLENX)

Virtus Stone Harbor Emerging Markets Income ETF (EDF)

DoubleLine Income Solutions Fund (DSL)

Morgan Stanley Emerging Markets Debt Fund (MSD)

Morgan Stanley Emerging Markets Domestic Debt Fund (MSD)

Related Episodes

411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta

How to Invest in Closed-End Funds

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

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