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.

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.

June 01, 2021

EM High Yield Bonds Withstand Rising Rates

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

Emerging markets high yield corporate bonds have been a bright spot within emerging markets debt over the past year, despite the increase in U.S. interest rates.

May 13, 2021

A Picture Is Worth a Thousand Words

by Eric Fine, Head of Active EM Debt

A variety of powerful tailwinds may set the stage for strong EM growth. China, South Africa, Mexico, Colombia and Peru were the Fund’s largest positions in April.

April 26, 2021

IMF Spring 2021 Meetings: The Glass is All Full

by Eric Fine, Head of Active EM Debt,

Active Emerging Markets Debt Team

Here are our top global and emerging markets takeaways from the recent IMF Spring 2021 Meetings.

April 14, 2021

Treasuries Turn?

by Eric Fine, Head of Active EM Debt

The sharply improving global growth outlook should support EM debt; China, Mexico, South Africa, Colombia and Indonesia were the Fund’s largest positions in March.

April 07, 2021

Fortify Your 40% with Emerging Markets Bonds

by Eric Fine, Head of Active EM Debt,

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

Emerging markets bonds historically do well in rising rate environments—particularly when rates rise due to higher growth prospects rather than a taper tantrum.

March 18, 2021

All About Treasuries … For Now

by Eric Fine, Head of Active EM Debt

The Fund continues to focus on “safe” low-yielding bonds that should do well in a reflation; China, Mexico, South Africa, Russia and Indonesia were the fund’s largest positions in February.

March 09, 2021

What Sets Chinese Bonds Apart?

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

We believe a targeted exposure to China onshore bonds beyond what is available in a broader global exposure may be worth a closer look, given the unique traits of the Chinese bond market.

February 24, 2021

January Pause Refreshes

by Eric Fine, Head of Active EM Debt

Duration is the name of the game, as the Fund focuses on bonds that should do well in a reflation; China, Mexico, Indonesia, South Africa and Russia were the fund’s largest positions in January.