The Case for Local Currency Bonds "Si, Se Puede!"
Believe it or not, Emerging Markets local currency bonds have been outperforming global fixed income asset classes for the past 18-months.
Source: etftrends.com
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Believe it or not, Emerging Markets local currency bonds have been outperforming global fixed income asset classes for the past 18-months.
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
The investment case for EM local currency bonds generally comes down to yield and diversification benefits within a portfolio, in our view.
And what to do about it in an environment where almost everything is correlated.
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero