The VanEck Emerging Markets Bond Fund performed in line with its benchmark, with notable exposure increases in local currency and hard-currency bonds. The market's indecision on Fed rate cuts could lead to inflation risks. Geopolitical factors, like war and U.S. politics, affect market dynamics. The fund reduced exposure in some markets and increased it in others.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/gsrb_FUv
Genesis Aka ’s Post
More Relevant Posts
-
🌍 Emerging Markets and Inflation Hedges: A Tactical Opportunity? 📈💡 Given the current macro environment, could the risk-return profile of EMD make it an attractive alternative to longer-duration U.S. Treasuries, which exhibit significant sensitivity to interest rate movements? And does EMD’s higher yield potential and economic cycle diversity outweigh the perceived risks from currency volatility and geopolitical factors? #FixedIncome #EmergingMarkets #TIPS #InflationHedges #InvestmentStrategy #PortfolioManagement
To view or add a comment, sign in
-
In this week's Weekly Wrap: The MSCI Emerging Markets Currency Index slips, US bond yields are on the rise, all eyes are on the upcoming earning season and the Dollar remains near five-month highs. Read more here: https://bit.ly/4aYGb3T #WeeklyWrap #MarketUpdate #CitadelGlobal
To view or add a comment, sign in
-
A softer dollar helps emerging markets service dollar denominated debt, as well as helping with dollar-denominated imports. In general, global financial conditions ease considerably as the dollar moderates. Learn more in the Weekly Market Commentary: https://lnkd.in/eZ4bTt4Z
To view or add a comment, sign in
-
Is the US dollar to blame for emerging market (EM) woes? The US dollar cycle is a key metric to follow for any investor, but we believe EM investors should pay particular attention to its ebbs and flows: https://lnkd.in/dQqND63H For professional investors only. Capital at risk.
To view or add a comment, sign in
-
Enseignant et Président Sciences-IT Solutions. Mes commentaires sont personnels et pas des recommandations à l'achat et la vente
The article titled “Goldilocks does Europe” on Zero Hedge discusses the recent performance of European equities and macroeconomic trends. According to the piece, European equities have been performing well, with inflows and macro indicators turning positive. The author suggests that this short-term contrarian trade may continue for several more months. European inflows are finally picking up, which is seen as a positive sign for the region
To view or add a comment, sign in
-
#JupiterAM Where to find opportunities in global government bonds? Vikram Aggarwal discusses the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and where he looks for idiosyncratic opportunities. https://ow.ly/bnMl50R8VQR Capital at risk. #GlobalGovernmentBonds #JupiterFixedIncome #FixedIncome #SovereignBonds
To view or add a comment, sign in
-
Get the latest insights on currency trends, emerging markets, and global inflation. Stay informed with LFA, your trusted wealth manager. https://bit.ly/4b7UC5E #GlobalMarketUpdate #InvestmentInsights #InternationalDiversification #LFA
Global Market Insights
To view or add a comment, sign in
-
#JupiterAM Where to find opportunities in global government bonds? Vikram Aggarwal discusses the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and where he looks for idiosyncratic opportunities. https://ow.ly/Trl350R8Vur Capital at risk. #GlobalGovernmentBonds #JupiterFixedIncome #FixedIncome #SovereignBonds
To view or add a comment, sign in
-
#JupiterAM Where to find opportunities in global government bonds? Vikram Aggarwal discusses the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and where he looks for idiosyncratic opportunities. https://ow.ly/82Mt30sBp34 Capital at risk. #GlobalGovernmentBonds #JupiterFixedIncome #FixedIncome #SovereignBonds
To view or add a comment, sign in
-
#JupiterAM Where to find opportunities in global government bonds? Vikram Aggarwal discusses the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and where he looks for idiosyncratic opportunities. https://ow.ly/bhby30sBz1c Capital at risk. #GlobalGovernmentBonds #JupiterFixedIncome #FixedIncome #SovereignBonds
To view or add a comment, sign in
1,134 followers