Market insights

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The so-called frontier markets, including Uzbekistan, Paraguay and Vietnam, offer investors significantly higher return potential compared to traditional emerging markets.

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Brazilian equities and the local currency have performed remarkably well since the beginning of the year. Following an in-depth research trip across the country, we also see clear potential in selected corporate bonds.

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Thomas Rutz says the current commodities rally is not being priced into EM bond markets, creating opportunities down the line for investors playing the long game.

 

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Gradual easing of covid restrictions in Southeast Asia and possibly even in China offers catch-up potential. So far, potential beneficiaries are still favourably valued.