M&G Investments Southern Africa’s Post

Have you heard of Emerging Markets Debt Hard Currency? Portfolio Managers Jacob Nielsen and Thomas Haugaard discuss the evolution of the asset class and its potential to deliver returns. Get their highlights by swiping below and read what they have to say in full here: https://ter.li/9pufxm #JHI #JanusHenderson #BrighterFutureTogether #JHInsights #EmergingMarketDebt #EMD #HardCurrency #EMDHC #APAC #EMEA #LatAm #MiddleEast #MarketingCommunication For professionals only. Capital at risk. 

South African investors don’t need much convincing on the merits of including global assets in their investment portfolios. Simply put, it’s about diversifying your asset base by not putting all your eggs into a single (and notably small) basket. The same diversification principle that applies to asset classes (equities, bonds, etc.) also applies to spreading your investment risk and return opportunities across geographies and, importantly, jurisdictions. ➡️ Read the full article here: https://buff.ly/3XfQPQk Coronation Fund Managers

Unraveled Diversification, we venture into E: Emerging Market Bonds. For investors seeking to diversify their portfolios and potentially achieve higher returns, emerging market bonds can be a valuable tool. Nevertheless, a comprehensive understanding of the inherent risks is critical before investing. Stay tuned, Bond Ninjas! Drop a comment if you've got any doubts with emerging market bonds! #TFI #TheFixedIncome #InvestInBonds #Finance #StableReturns #Bonds #SmartInvestment #WeAreBondInvestors #InvestmentDiscussion #emergingmarketbonds #bondingwithbonds

Indexation Unpacked: A Panel Discussion on Strategies and Market Trends Watch this insightful session featuring Ziyaad Parker, CFA, CAIA, Portfolio Manager at Old Mutual Investment Group, along with panel of experts as they delve into the world of indexation. They explain the difference between ETFs and index tracker funds, explore global trends in indexation, and discuss exchange control regulations along with specific drivers in the investment markets in South Africa. They also touch on the decrease of listed companies on the JSE and the growing interest in thematic and niche ETFs. Watch now: https://lnkd.in/gn7x3z2K #OldMutualInvestmentGroup #Indexation #Investing

Schroders Emerging Markets Lens November 2024: your go-to guide to #emerging #markets. How have #EM assets responded to the US election results, and what is the picture for #valuations? https://okt.to/BFoJ8c

Capital at risk. In July’s edition of the Emerging Markets Macro Insights report, we highlight six reasons why now may be an interesting time for the emerging markets local debt market. Click below to read the report.

𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: 𝗔 𝗠𝗼𝗱𝗲𝗹 𝗼𝗳 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝗔𝗺𝗶𝗱 𝗥𝗶𝘀𝗶𝗻𝗴 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗥𝗮𝘁𝗲𝘀 Emerging markets are defying the odds as global interest rates surge, showcasing resilience unmatched in previous cycles. According to the International Finance Corporation (IFC), this stability stems from a growing shift toward local currency borrowing, particularly in regions with established capital frameworks. At Delphos, our 37+ years of expertise in private emerging markets allow us to support businesses with tailored financial strategies, enabling them to navigate today’s complex economic challenges. Read more about how emerging markets are rising to the challenge in our latest blog: Global Interest Rates Are Rising – The Emerging Markets Defying the Odds: https://lnkd.in/ehTSXrNd. #EmergingMarkets #Resilience #DevelopmentFinance #Delphos #FinanceLeadership

Emerging market #debt denominated in local #currencies enjoyed a strong year last year, but the first quarter of 2024 saw hardly any movement. For #investors looking for #diversification, Thomas D. of Morningstar discusses a leading fund in this category. Read the weekly Fund Radar here. https://lnkd.in/eXiCTgKe

⁉️ Domestic or International Capital Market Development ⁉️ Off-shore or On-shore Currency Risk Solutions ⁉️ To Hedge or Not To Hedge   How can existing #derisking & #localcurrency solutions, such as TCX, help unlock more sustainable financing while protecting borrowers?   Join me on on December 11 at #BuildingBridges24 in this interactive workshop to explore: 🔍 What is working ❌ What is missing 📈 What partnerships are needed to scale

Schroders Emerging Markets Lens August 2024: your go-to guide to #emerging #markets. How have #EM assets been performing amid the recent #volatility, and how have valuations evolved? https://okt.to/nC0oH8