Naar verwachting zullen de opkomende markten een sterk economisch herstel laten zien dit jaar. Wat zal de impact zijn van de stijgende Amerikaanse obligatierente op obligaties van opkomende markten en heeft de beperkte beschikbaarheid van vaccins voor deze landen gevolgen voor hun economisch herstel? De onderstaande artikelen gaan dieper in op deze vragen.
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What do rising Treasury yields mean for local emerging market bonds?
Investors are looking to 2013’s Taper Tantrum as a guide, but history may not repeat itself exactly. -
Emerging markets lag in Covid-19 vaccine race
Emerging markets are struggling to keep up in the vaccine race, but how much does it matter for their economic recovery? -
South Africa: time to deliver on reforms
South Africa’s budget hit the right notes, but reform delivery is key -
Economic and Strategy Viewpoint - March 2021
We expect emerging market GDP to expand by about 7% this year, following an expected contraction of 1.6% in 2020. We see a strong rebound as the growth baton passes from Asian exporters to the rest of EM. -
Podcast: The four “M”s: why the 21st century belongs to Asia
Viswanathan Parameswar discusses why he believes the 21st century belongs to Asia. -
Why Asian local currency bonds look appealing in a world of the Zero
While investors grapple with ultra-low global bond yields, Asian local currency bonds remain one area which can generate income, and the fundamentals look good too.
Een volledig overzicht van recent onderzoek van Schroders vind je hier.