Thomas De Fauw is a manager research analyst at Morningstar. Morningstar analyzes and rates investment funds based on both quantitative and qualitative research. Morningstar is part of the expert panel of Investment Officer.
Top 5 emerging markets debt, local currencies: Man GLG
The asset class is caught in a general bear market for bonds. The GBI-EM Global Diversified Index, the leading benchmark for emerging market bonds, continued its downward trend and closed the first quarter of 2022 with a loss of 4.4 percent measured in euros. In this difficult market, it is Man GLG that has been the best performer this year.
Top 5 inflation-linked: 'Inflation At Work' works best
During the brief period between the release of most Covid-19 measures and the start of the war in Ukraine, inflation was the order of the day. And although we currently live in a more complex and visibly less global world, inflation still seems to be the number one issue for financial markets.