The Next Chapter for Emerging Market Debt
While the sustained underperformance of the emerging markets asset class over the last several years has left investors wondering if and how EM fits into their asset allocation, PGIM Fixed Income believes that previous headwinds are now reversing course.
Explore the following insights to learn more about the upside potential for EM and why it may be time to make a strategic, long-term allocation to emerging markets debt.
View the Emerging Markets Debt Research Hub here
Five Over Five—The Structural Shifts Taking Place in EM
After this difficult start to the 2020s amid sharp increases in inflation and rates, U.S. dollar strength, rising geopolitical risks, and meaningful capital outflows, conditions within the emerging markets asset class warrant a fresh look. Explore the five structural factors that PGIM Fixed Income believes should support the emerging markets over the coming five years and possibly beyond.
The Next Chapter in EMD: Static vs. Dynamic Allocations
The dynamic between opportunity and confusion is a critical one to address. This installment of PGIM Fixed Income's series takes a sequential approach to providing its perspective on achieving optimal EMD exposure. It starts by unpacking the performance attributes of the individual asset classes and then demonstrates the rationale for shifting allocations between these asset classes based on their respective characteristics.
Unpack the whitepaper on how to achieve optimal exposure here
Outlook and Opportunities in EMD
Despite an environment that's been punctuated by unusually high macro and geopolitical uncertainty, several tailwinds are either firmly in place or are taking hold that could have a profound impact on the trajectory of the emerging markets class moving forward. Watch as PGIM Fixed Income's panel of experts assess both the macroeconomic backdrop and EM fundamentals, and also outlines where it sees potential investment opportunities across the emerging markets debt complex.
Mapping Geopolitics in Emerging Markets
Navigating the volatile landscape of geopolitics and its implications on emerging markets has become critical in this uncertain economic climate. In this episode, PGIM Fixed Income provides an in-depth analysis of the current geopolitical landscape, its profound impact on emerging markets, and the risk factors on its radar.
