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Innehåll tillhandahållet av Money For the Rest of Us and J. David Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Money For the Rest of Us and J. David Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Are Emerging Markets Bonds a Once in a Generation Opportunity?

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Manage episode 411782047 series 2137790
Innehåll tillhandahållet av Money For the Rest of Us and J. David Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Money For the Rest of Us and J. David Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.

Topics covered include:

  • How emerging markets bonds have performed relative to U.S. bonds
  • How frequently have emerging markets bonds defaulted
  • What is the difference between local currency and U.S. dollar-denominated emerging markets bonds
  • Why emerging markets nations are reforming
  • What are the ways to invest in emerging markets bonds and what factors should you consider

Sponsors

Betterment - the automated investing and savings app

Monarch Money – Get an extended 30-day free trial

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO

EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings

The big opportunity in emerging market debt by Victoria Courmes—The Financial Times

Default Risk Fades in Emerging Markets as Riskiest Bonds Soar by Zijia Song, Giovanna Bellotti Azevedo, and Srinivasan Sivabalan—Bloomberg

The weakest links in the global economy are on the mend by Ruchir Sharma—The Financial Times

How to invest in closed-end funds - Money for the Rest of Us

Investments Mentioned

iShares JP Morgan USD Emerging Markets Bond ETF (EMB)

iShares JP Morgan Emerging Markets Local Currency Bond ETF (LEMB)

DoubleLine Low Duration Emerging Markets Fixed Income Fund (DELNX)

DoubleLine Emerging Markets Fixed Income Fund (DLENX)

Virtus Stone Harbor Emerging Markets Income ETF (EDF)

DoubleLine Income Solutions Fund (DSL)

Morgan Stanley Emerging Markets Debt Fund (MSD)

Morgan Stanley Emerging Markets Domestic Debt Fund (MSD)

Related Episodes

411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta

How to Invest in Closed-End Funds

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

494 episoder

Artwork
iconDela
 
Manage episode 411782047 series 2137790
Innehåll tillhandahållet av Money For the Rest of Us and J. David Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Money For the Rest of Us and J. David Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.

Topics covered include:

  • How emerging markets bonds have performed relative to U.S. bonds
  • How frequently have emerging markets bonds defaulted
  • What is the difference between local currency and U.S. dollar-denominated emerging markets bonds
  • Why emerging markets nations are reforming
  • What are the ways to invest in emerging markets bonds and what factors should you consider

Sponsors

Betterment - the automated investing and savings app

Monarch Money – Get an extended 30-day free trial

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO

EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings

The big opportunity in emerging market debt by Victoria Courmes—The Financial Times

Default Risk Fades in Emerging Markets as Riskiest Bonds Soar by Zijia Song, Giovanna Bellotti Azevedo, and Srinivasan Sivabalan—Bloomberg

The weakest links in the global economy are on the mend by Ruchir Sharma—The Financial Times

How to invest in closed-end funds - Money for the Rest of Us

Investments Mentioned

iShares JP Morgan USD Emerging Markets Bond ETF (EMB)

iShares JP Morgan Emerging Markets Local Currency Bond ETF (LEMB)

DoubleLine Low Duration Emerging Markets Fixed Income Fund (DELNX)

DoubleLine Emerging Markets Fixed Income Fund (DLENX)

Virtus Stone Harbor Emerging Markets Income ETF (EDF)

DoubleLine Income Solutions Fund (DSL)

Morgan Stanley Emerging Markets Debt Fund (MSD)

Morgan Stanley Emerging Markets Domestic Debt Fund (MSD)

Related Episodes

411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta

How to Invest in Closed-End Funds

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

494 episoder

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