EPISODE · May 24, 2021 · 4 MIN
[Outlook-in-Five] Five reasons why Emerging Markets High Yield remains a viable investment alternative
from Bank of Singapore · host Bank of Singapore
In our latest episode, Todd Schubert, Head of Fixed Income Research at Bank of Singapore, shares five reasons why Emerging Markets High Yield remains a viable investment alternative. There is a common perception that one cannot make money in Fixed Income during periods of rising rates. However in this episode, Todd shows us that this is actually a misperception. Emerging Markets High Yield has actually posted a positive return year-to-date and he expects it to do even better going forward. Now to set the stage, Joe Biden’s election as U.S President last November created significant reflationary expectations, based on huge fiscal impulse coupled with an already accommodative Fed. As a result the ten-year U.S Treasury has risen more than 80 basis points so far this year. One might logically think that this type of climate would be bad for all Fixed Income but if you thought this, you would be incorrect. Tune in to find out more...
What this episode covers
In our latest episode, Todd Schubert, Head of Fixed Income Research at Bank of Singapore, shares five reasons why Emerging Markets High Yield remains a viable investment alternative. There is a common perception that one cannot make money in Fixed Income during periods of rising rates. However in this episode, Todd shows us that this is actually a misperception. Emerging Markets High Yield has actually posted a positive return year-to-date and he expects it to do even better going forward. Now to set the stage, Joe Biden’s election as U.S President last November created significant reflationary expectations, based on huge fiscal impulse coupled with an already accommodative Fed. As a result the ten-year U.S Treasury has risen more than 80 basis points so far this year. One might logically think that this type of climate would be bad for all Fixed Income but if you thought this, you would be incorrect. Tune in to find out more...
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[Outlook-in-Five] Five reasons why Emerging Markets High Yield remains a viable investment alternative
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