Emerging Market Debt
In-depth reporting on Emerging Market Debt investing for our pension fund and asset management readers from IPE’s award-winning journalists.
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NewsAchmea sets up EM debt impact vehicle with ILX for Dutch pension funds
Netherlands’ fourth-largest pensions manager links up with specialist asset manager to provide access to loans originated by development banks
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ResearchIPE institutional market survey: Emerging market debt 2026
The headline figure from IPE’s survey of emerging market debt (EMD) assets invested on behalf of global and European institutions has been volatile in recent years.
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Asset Class ReportsEmerging market debt outlook 2026: Bottom-up analysis remains critical
Many EM countries have improved their macro fundamentals, but rising US Treasury yields pose a challenge
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Asset Class ReportsFinisterre's Damien Buchet on building an all-weather emerging market debt total return strategy
Damien Buchet says Finisterre’s EMD strategy is an ‘all-weather’ approach designed to deliver optimal outcomes in any market condition
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Asset Class ReportsMiddle East fixed income: Ninety One's Victoria Harling on MENA credit opportunity
Victoria Harling at Ninety One says that despite geopolitical unrest, the Middle East is very much “open for business”
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Asset Class ReportsFrontier market debt flies into view of investors’ radars
Historically seen – with justification – as too risky, countries such as Argentina and Ghana have restructured their debts with the IMF and now demonstrate greater fiscal responsibility
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NewsBlueOrchard climate fund secures $250m from private and public investors
The blended finance fund has commitments from Aviva Investors and Daido Life Insurance, among others
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Opinion PiecesEurope’s strategic recalibration: the case for diversification
The US shift towards mercantilism warrants a serious reconsideration of asset allocation decisions by European institutional investors
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News
Emerging market bonds can meet biodiversity goals without financial cost, says AFII
Analysis by Anthropocene shows that aligning EM sovereign bond portfolios with Global Biodiversity Framework doesn’t change investment profile
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ResearchIPE institutional market survey: Emerging market debt managers 2025
Total assets in emerging market debt managed on behalf of global investors have been volatile in terms of size.
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Asset Class ReportsThe evolution of emerging market private credit: Opportunities and challenges in a maturing asset class
EM private credit is evolving from a peripheral niche into a compelling asset class that should command serious institutional investor attention, reflecting broader structural shifts in global finance, regulatory changes and the persistent hunt for yield that has characterised the post-financial crisis era.
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Asset Class ReportsEmerging market debt attracts the attention of institutional investors
Poised to benefit from US decline Reforms, prudent policymaking and the end of US exceptionalism have changed the nature of lending to emerging markets
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Asset Class ReportsWhy investors still back emerging market debt
Despite divided opinion, it is clear that institutional investors have remained committed to EMD even as retail flows turned negative
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Asset Class ReportsEmerging market debt investor profile: T Rowe Price
That time I hugged our Russia analyst: T Rowe Price’s Samy Muaddi talks about probing EM sovereign credits during the “the biggest inflection point for the industry”
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Asset Class ReportsEmerging market debt investor profile: PGIM Fixed Income
Tight spreads show the maturity of EMD. Cathy Hepworth at PGIM Fixed Income says EMD offers something for every investor
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NewsShifting global dynamics set stage for local currency emerging market debt revival
Institutional investors poised to maintain or increase EMD allocations despite macroeconomic uncertainty
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InterviewsEuropean pension funds, APK and Ilmarinen, stay loyal to emerging markets
Despite poor returns and rising geopolitical tensions, pension funds are maintaining some level of exposure to emerging markets – and even anticipate that opportunities will emerge
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NewsDenmark’s LD bumps up risk exposure as holiday fund returns 11%
Pensions manager broadens investment universe with listed alternatives, and adds emerging market government bonds
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AnalysisAsian emerging markets on the rise
Investors are taking note of investment opportunities in Asia in a variety of different ways, as new research shows
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NewsPension funds seek private equity managers with ability to add long-term value
Emphasis is shifting from quantity to quality in private markets as investors seek GPs with superior skills and the ability to add value above and beyond financial engineering
