Gary M. Reich, CFA on LinkedIn: Key catalysts signal upside potential for emerging markets (2024)

Despite financial news media narratives, Emerging markets are poised for exciting growth prospects. A geo-political, seismic shift exemplified by the Saudi-Iran peace deal is just one major initiative stimulating Emerging market growth spin-offs. Meanwhile EM to EM trade levels are booming, setting the stage for an unprecedented EM growth cycle. We are excited to have Dominic Bokor-Ingram back in the U.S. to share his deep insights and investment beliefs supporting Emerging Markets.

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Dear Investors,Please find our Fact Sheet and Monthly Manager Commentaries Quasar Emerging Markets Bond Fund for October 2023.#Bonds#EmergingMarkets#Economy #FixedIncome

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💡 As Christian Kleboth explains in his article on the World Economic Forum, emerging markets are still in need of increased private investments to be able to close the climate and SDG finance gap. However, this much-needed mobilisation lacks trust - investors are reluctant to invest in emerging markets due to perceived risks and lack of familiarity. MDBs and DFIs, ILX investment partners, are the perfect vehicle to help bridge this trust gap, due to their years of experience, resources on the ground, and access to bankable projects. Have a look at the full article here: https://lnkd.in/eqS5YAbZ #developmentfinance #emergingmarkets

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"Many big developing countries have moved away from currency pegs and crawling pegs, which set exchange rates between bands that change slowly. They have instead tended to embrace more malleable “managed float” regimes with flexible bands, data by economistsEthan Ilzetzki,Carmen ReinhartandKen Rogoffshow. Emerging markets have also built huge foreign-exchange reserves.Indeed, the likes of Brazil, Mexico and South Africa have shown far greater resilience after the pandemic than most analysts expected. It is only smaller “frontier” countries, as well as those with distinctive political situations such as China and Turkey, that have run into trouble.Still, global investors aren’t wrong to be wary. Rates of economic growth in middle-income countries have been on a downward trend, and the rewards of a better funding model are hard to reap.AsFrancesc Balcells, head of emerging-market debt at FIM Partners, points out, there is a paradox here: Weaker exchange rates have become both a cushion against financial crises and the key driver of poor performance for local-money debt.Yes, emerging markets’ greater resilience means that foreign investors should give them another chance. The irony is that most should probably stick to the old-school hard-currency bonds that issuers are better off eschewing: Within the JPMorgan EMBI Global Index, the investible universe has changed radically since 1998, becoming far more diversified and geared toward highly rated Gulf nations—with bulletproof balance sheets backed by oil—rather than the always-troubled Argentina.Or, perhaps, they can keep investing in rich countries with the peace of mind that developing markets probably won’t spark the next LTCM meltdown."

In the News: Emerging markets in a new world🌟 Discover the latest in the world of FDI and Business! Check out this insightful piece. 💡🌍In our Year Ahead 2024 report, we argue that we have entered “a new world,” one defined by economic uncertainty and geopolitical instability, but also profound technological change. In our view, emerging markets play a key role in this evolving global economic and geopolitical order.🔗 [Learn more: https://lnkd.in/g4_Mwz8w]Join as a Partner and Professional: FDI Alliance: www.fdialliance.comValqus Accounting and Business: www.valqus.com#FDI #Invest #Trade #TradeandInvest #InvestmentPromotion #Markets #Business #Accounting

In the News: Emerging markets in a new world🌟 Discover the latest in the world of FDI and Business! Check out this insightful piece. 💡🌍In our Year Ahead 2024 report, we argue that we have entered “a new world,” one defined by economic uncertainty and geopolitical instability, but also profound technological change. In our view, emerging markets play a key role in this evolving global economic and geopolitical order.🔗 [Learn more: https://lnkd.in/g4_Mwz8w]Join as a Partner and Professional: FDI Alliance: www.fdialliance.comValqus Accounting and Business: www.valqus.com#FDI #Invest #Trade #TradeandInvest #InvestmentPromotion #Markets #Business #Accounting

We expect global bond yields to head lower in the second half of 2023, as signs point to an economic slowdown. Our latest Global Fixed Income Perspectives assesses opportunities across each broad sector:• Developed Markets• Investment Grade• High Yield• Structured Credit• Emerging Marketshttps://bit.ly/3OkjJtv

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#Emergingmarkets showcased resilience amid global recessionary fears and geopolitical conflicts. #investmentexperts share their views on the outlook for EMs in 2024. #globaleconomy #economicforecast #investmentopportunities #bonds #em #equity #emequity #assetmanagement #investing #investmenthttps://ow.ly/xgM950QkJQH

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Last call to sign up for tomorrow’s discussion with Schroders’ Head of Emerging Market Equities Thomas Wilson and Head of Emerging Market Debt and Commodities Abdallah Guezour! This webinar will review the current #emergingmarket landscape given recent disruptions such as #Covid and geopolitical tensions, and what it means for investors. Register here: https://lnkd.in/d_CigYj2 .

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An uncertain macro and geopolitical backdrop continue to shape PGIM Fixed Income's EM outlook as we head into 2024. Watch Mariusz Banasiak, CFA, Head of Local Currency Rates, to learn what questions and outcomes are shaping our Q1 emerging markets outlook.

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