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.