Beyond Markets

The emerging market bond market is offering some interesting yields in absolute terms at the moment, and we expect the rate-cutting cycle in developed markets to start later this year, which should support emerging market hard currency debt. In this episode of the Beyond Markets podcast, Helen Freer, Investment Writer, talks to Esteban Polidura, Head of Americas Investment Strategy, and Dario Messi, Fixed Income Strategist, about this segment of the bond market and why we currently like it.

01:15 Why do we like EM hard-currency bonds?
04:27 Why invest in EM hard-currency debt rather than equities?
05:33 What about investing in developed market high-yield debt?
06:49 Do we like any regions in EM in particular?
09:00 Shorter-dated or longer-dated bonds?
09:42 Why we like EM hard-currency bonds and not local currency bonds?
12:30 What risks are involved in such investments?

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What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.