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.

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.

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.

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.

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.

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.

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.

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.

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.

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.