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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NewsEmerging 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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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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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 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 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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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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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
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Asset Class ReportsWhy emerging market debt deserves more scrutiny
Investors are becoming more sophisticated in how they approach emerging market debt
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Asset Class ReportsLocal currency debt markets now more compelling
Bond yields are now more attractive because local central banks hiked interest rates sooner than their developed market counterparts
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Asset Class ReportsEmerging markets private credit steps into the breach
Institutional investors are increasingly providing the funding that emerging market companies cannot get from banks
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NewsMandate roundup: Compenswiss tenders direct lending mandates
Plus: APK issues $300m EM debt brief; Italian journalists scheme award €100m corporate bond mandate
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NewsSweden’s AP7, AP2, AP3 back World Bank’s SEK2.6bn EM blue bond
Bond issue designed to promote ocean-friendly projects and improve access to clean water and sanitation in emerging markets
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Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
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Special ReportIndia makes its debut in key government bond index
Their inclusion in the JP Morgan index makes government bonds more accessible to foreign investors
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NewsWiltshire Pension Fund, LGIM anchor $400m emerging markets transition vehicle
The strategy is a debt portfolio focusing on investments in clean infrastructure, clean technology, and decarbonisation, says manager Ninety One
