Emerging market debt offers a fertile environment for skilled active managers to generate strong returns for their clients. A combination of attractive yields and a diverse opportunity set leaves the asset class well placed for 2025. This workshop discusses the outlook for next year and explores the best alpha-generating opportunities within emerging market debt, which offers active investors more attractive yields than many other bond markets. The asset class has become an integral part of institutional portfolios, whilst at the same time, the role and importance of emerging market debt in the portfolio context has changed significantly. How can investors best position themselves within the asset class in a constantly-changing market environment?
John Gray - Senior Portfolio Manager, Emerging Markets, LGIM