Searching for attractive returns in emerging market debt

With almost 25 years’ experience in emerging market debt (EMD) investing, we manage $7.8 billion of assets across a range of funds that span the EMD universe (as of 31 December 2024). These include pooled sovereign bond funds both in ‘hard-currency’ (mostly US dollar denominated) and local currency, hard-currency corporate bond funds, as well as bespoke, blended and segment-specific long-only and total return solutions.

Why invest?

EMD represents a critical, yet underappreciated, component of global fixed-income portfolios. As the asset class grows in significance, driven by stronger fundamentals and favourable macroeconomic conditions, it offers investors a powerful opportunity for diversification and yield enhancement. Given the breadth and diversity of the EMD universe, investing with an unbiased, flexible and disciplined approach can help to identify the most attractive opportunities.

Diversification

EMD provides access to regions and countries across sovereign and corporate issuers in hard and local currencies.  Each segment has unique risk and return drivers, helping to provide diversified returns for investors.

Structural advantages

EMD investing taps into higher economic growth rates, lower debt and other factors such as positive demographics and rapidly expanding consumerism.

Alpha opportunities

Inefficiencies within EMD create opportunities for active managers across countries, issuers, yield curves and currencies.

Disciplined approach

Our approach offers potential to achieve a smoother path of strong risk-adjusted returns and can be attractive for investors seeking to build a strategic allocation to an asset class.

Seeking attractive, diversified returns from emerging market debt

Emerging market debt is a diverse, and fundamentally improving asset class. It’s a critical component of global fixed-income portfolios and offers a powerful opportunity for diversification and yield. 

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Investment philosophy

We believe opportunities exist across the entire investable universe – not just within the higher-yielding segments of the market.  We harness our expertise to better understand the idiosyncratic risks across sectors and prioritise a balanced approach to portfolio construction, targeting diversified sources of return with a constant focus on risk and reward.

Unbiased & balanced

In our view, there are long standing and significant structural biases within the EMD manager universe, leaving investors overly exposed to the riskiest issuers. Our approach seeks to utilise the full breadth of opportunities, without any predetermined risk biases.

Risk astute

Emerging markets exhibit high levels of idiosyncratic risk and are characterised by periods of high volatility that many traditional risk metrics fail to capture. A deep understanding of emerging market-specific risks, combined with a blend of traditional and non-traditional risk metrics, is crucial to delivering superior client outcomes.

Robust portfolio construction

Our proprietary risk allocation process uses custom portfolio sectors to provide a clear separation between market and asset-specific risk and exposure, enabling portfolios to perform throughout the market cycle.

 

A differentiated approach to emerging market debt

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Emerging-market debt has proved a rare bright spot so far this year as investors struggle to assess the impact of US political upheaval. In this article, Carmen Altenkirch and Nafez Zouk advance reasons why the market is well placed to weather ongoing market turbulence.

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Investment insights

Investment thinking that brings together the collective insight of Aviva Investors’ teams from across the globe on the key themes influencing markets.

House View

No one can predict the future. But our quarterly House View sets out the collective wisdom of our investment teams on the current state of global markets – and where they might be heading.

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Key risks

Investment/objective risk

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

Currency risk

The fund is exposed to different currencies. Derivatives are used to minimise, but may not always eliminate, the impact of movements in currency exchange rates.

Emerging markets risk

Investments are made in emerging markets. These markets may be volatile and carry higher risk than developed markets. 

Credit & interest rate risk

Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default. 

Derivatives risk

Investments can be made in derivatives, which can be complex and highly volatile. Derivatives may not perform as expected, meaning significant losses may be incurred. 

Illiquid securities risk

Some investments could be hard to value or to sell at a desired time, or at a price considered to be fair (especially in large quantities). As a result their prices can be volatile. 

Sustainability risk

The level of sustainability risk may fluctuate depending on which investment opportunities the Investment Manager identifies. This means that the strategy can be exposed to Sustainability Risk which may impact the value of investments over the long term.

Emerging market debt team

A dedicated EMD team with over 20 years' experience in designing and managing the full spectrum of EMD products​.

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