Emerging Markets Bonds & Diverse ESG Opportunities
One of the biggest challenges for investors since the global financial crisis has been finding income.
Despite more than ten years of continuous predictions that yields on U.S. Treasuries and other developed country bonds couldn’t possibly go any lower, they have.
This week’s guest can help us. She is Kristin Ceva, Senior Portfolio Manager, directing Payden & Rygel’s nearly $14bn emerging debt strategies. She is also a member of the firm’s Investment Policy Committee. The independent global investment advisor oversees $145.5bn in assets, largely in fixed income for institutional clients but has a broad lineup of mutual funds as well. It is also an active participant in ESG (Environmental, Social, and Governance) investing which we will discuss.
Ceva has managed its Payden Emerging Markets Bond Fund since 1998.
Emerging market (EM) debt is a large, diverse, and evolving investing universe which is sorely underrepresented in most individual portfolios. I’ll begin the interview by asking Ceva to bring us up to speed on the state of the EM fixed-income markets and what investors need to know about the opportunities it presents.
WEALTHTRACK #1810 broadcast on September 03, 2021
More Info: https://wealthtrack.com/emerging-markets-bonds-offer-improving-credits-higher-yields-and-diverse-esg-opportunities/
A History of Interest Rates: https://amzn.to/3kPTj2V
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