Jupiter Asset Management’s Post

Emerging markets (EM) debt performance was lackluster in Q2, but a stronger second half is expected due to resilient economic growth, lower global rates, and improved global liquidity. Key opportunities for investors include long-duration securities, high-yield credit, and countries with easier access to funding. Active positions in high-beta, medium-beta, and low-beta buckets are detailed.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/gQCQe2iy

Investors fear rising interest rates may strain emerging markets' debt, impacting stability and portfolios. 📈💸🌍 Learn more at premiumcashflow.com #passiveincome #timefreedom #realestate #investing #multifamily #premiumcashflow🏘💰

Read more in Candriam's insightful 2024 Emerging Markets Debt Market Outlook! As we navigate through this year, it's crucial to understand the complexities and opportunities in emerging market debt. Check out the comprehensive analysis by Candriam’s experts to gain valuable insights into valuations, expected returns, and the impact of geopolitical risks. ⚠️ This content is intended for the professional investor only. #candriam #investing4tomorrow

Read more in Candriam's insightful 2024 Emerging Markets Debt Market Outlook! As we navigate through this year, it's crucial to understand the complexities and opportunities in emerging market debt. Check out the comprehensive analysis by Candriam’s experts to gain valuable insights into valuations, expected returns, and the impact of geopolitical risks. Let's stay ahead of the curve together! ⚠️ This content is intended for the professional investor only. #candriam #investing4tomorrow

Read more in Candriam's insightful 2024 Emerging Markets Debt Market Outlook! As we navigate through this year, it's crucial to understand the complexities and opportunities in emerging market debt. Check out the comprehensive analysis by Candriam’s experts to gain valuable insights into valuations, expected returns, and the impact of geopolitical risks. Let's stay ahead of the curve together! ⚠️ This content is intended for the professional investor only. #candriam #investing4tomorrow

Read more in Candriam's insightful 2024 Emerging Markets Debt Market Outlook! As we navigate through this year, it's crucial to understand the complexities and opportunities in emerging market debt. Check out the comprehensive analysis by Candriam’s experts to gain valuable insights into valuations, expected returns, and the impact of geopolitical risks. Let's stay ahead of the curve together! ⚠️ This content is intended for the professional investor only. #candriam #investing4tomorrow

Read more in Candriam's insightful 2024 Emerging Markets Debt Market Outlook! As we navigate through this year, it's crucial to understand the complexities and opportunities in emerging market debt. Check out the comprehensive analysis by Candriam’s experts to gain valuable insights into valuations, expected returns, and the impact of geopolitical risks. Let's stay ahead of the curve together! ⚠️ This content is intended for the professional investor only. #candriam #investing4tomorrow

Read more in Candriam's insightful 2024 Emerging Markets Debt Market Outlook! As we navigate through this year, it's crucial to understand the complexities and opportunities in emerging market debt. Check out the comprehensive analysis by Candriam’s experts to gain valuable insights into valuations, expected returns, and the impact of geopolitical risks. Let's stay ahead of the curve together! ⚠️ This content is intended for the professional investor only. #candriam #investing4tomorrow #candriam #investing4tomorrow

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

Read more in Candriam's insightful 2024 Emerging Markets Debt Market Outlook! As we navigate through this year, it's crucial to understand the complexities and opportunities in emerging market debt. Check out the comprehensive analysis by Candriam’s experts to gain valuable insights into valuations, expected returns, and the impact of geopolitical risks. Let's stay ahead of the curve together! ⚠️ This content is intended for the professional investor only. #candriam #investing4tomorrow