Claudia Calich, manager of the M&G Emerging Markets Bond fund, provides her list of the five key themes for emerging markets in 2019.
Claudia Calich, manager of the M&G Emerging Markets Bond fund, provides her list of the five key themes for emerging markets in 2019. Emerging markets (EM) debt had a torrid 2018 as global macro risks (including general geopolitics and trade wars), softer EM growth and idiosyncratic stories (Argentina, Turkey), all repriced relatively expensive valuations at the beginning of the year. Are the new prices a better reflection of fundamentals? This will largely depend on the evolution of five key topics:
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