James Barrineau

Head of Emerging Markets Debt Relative

Highlight

Markets

14DEC 2018

Outlooks 2019: Emerging markets debt relative

Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additional price gains will likely be a lower US dollar.

2018

AUGUST

14AUG 2018

Markets

Turkey trouble: what's behind it and what does it mean for EM?

Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.

2017

DECEMBER

05DEC 2017

Markets

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

MARCH

28MAR 2017

Markets

Why emerging market fundamentals are positive for 2017

Schroders’ emerging market debt (EMD) relative team highlight the broadly positive fundamental outlook for emerging markets in 2017

JANUARY

25JAN 2017

Markets

Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.

2016

NOVEMBER

28NOV 2016

Markets

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.

AUGUST

23AUG 2016

Markets

EM debt: rich or risk?

Historical comparisons are likely to lead investors astray when considering emerging market debt.

JULY

18JUL 2016

Markets

Record EMD asset class flows show shift in hunt for income

In this era of unprecedented asset price movements, we think investors should adapt their mindsets: they would be well served not to think of emerging markets as emerging markets.