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  • Emerging Markets Bonds

    September 22, 2021

    China’s Evergrande Collapse Is Spreading

    by Eric Fine, Head of Active EM Debt

    In our view, the Evergrande situation is non-systemic and won't dramatically affect the property market or the economy broadly, and the growth drag will be offset by liquidity measures.

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    Emerging Markets Bonds

    September 17, 2021

    Setup for Setback

    by Eric Fine, Head of Active EM Debt

    The Fund becomes more defensive on EM debt; Mexico, South Africa, Indonesia, China and Brazil were the Fund's largest positions in August.

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    Emerging Markets Bonds

    September 08, 2021

    CBON: Question & Answer

    by Sunny Bokhari, ETF Product Analyst

    China bond yields have remained steady this year, and the distinct traits of the Chinese bond market help make them an attractive opportunity, in our view.

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    Emerging Markets Bonds

    September 07, 2021

    The Investment Case for Emerging Markets Debt

    by Eric Fine, Head of Active EM Debt,

    Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    In a world that is worried about endless monetary experimentation and leverage in developed markets, but also looking for attractive yield, emerging markets may have answers.

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    Emerging Markets Bonds

    August 31, 2021

    China Property Bonds Selloff Appears Contained

    by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, CFA

    Several heavily indebted property developers in China have come under pressure this year, but the impact in the bond market appears to be contained and has not spread to other sectors.

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    Emerging Markets Bonds

    August 19, 2021

    The Pause That Refreshes

    by Eric Fine, Head of Active EM Debt

    Strong, ongoing underlying trends supporting EM validate our view that EM debt headwinds may be over stated.

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    Emerging Markets Bonds

    July 30, 2021

    Declining U.S. Rates Boost EM Debt’s Yield Advantage

    by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, CFA

    Emerging markets debt exposure may result in a higher yielding portfolio and one that may be more resilient to future U.S. interest rate increases.

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    Emerging Markets Bonds

    July 15, 2021

    June Gloom Is Jejune

    by Eric Fine, Head of Active EM Debt

    Global growth and improved fiscal outlooks at the forefront of increasingly positive trends in EM. China, South Africa, Mexico, Colombia and Chile were the Fund's largest positions in June.

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    Emerging Markets Bonds

    July 02, 2021

    Rate Hikes May Boost EMFX

    by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, CFA

    Following a more hawkish Federal Reserve outlook, we believe there are several tailwinds that may allow EMFX to continue the rally that began in April.

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    Emerging Markets Bonds

    June 16, 2021

    Hurray for May

    by Eric Fine, Head of Active EM Debt

    Europe and EM are poised for growth in a reflationary economy. China, South Africa, Mexico, Colombia and Chile were the Fund's largest positions in May.

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