Listen to our EM specialist Theo Holland to find out where a buying opportunity has emerged

Growth outperformance versus developed markets is increasing again.

Emerging market GDP minus developed market GDP


Source: International Monetary Fund, World Economic Outlook Database, April 2018

…and a buying opportunity has emerged: EM corporate spreads are trading outside their DM peers

Developed markets high yield versus emerging markets high yield


Source Bloomberg as at 23 May 2018

 

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