Sehr geehrte Damen und Herren,
makroökonomisch machen die Schwellenländer rund die Hälfte des weltweiten BIPs aus und dürften wichtige Treiber des nächsten globalen Aufschwungs sein. Entsprechend hat sich das Anlageuniversum um die Emerging Markets (EM) rasant entwickelt. Yerlan Syzdykov, Global Head of Emerging Markets, und Sergei Strigo, Co-Head of Emerging Markets Fixed Income, beim Amundi Investment Institute sehen die Schwellenländer aber in den globalen Anleiheindizes immer noch als unterrepräsentiert an. Ihre aktuelle Portfolio Strategie “Unveiling the value of EM debt“ wirft einen Blick auf das attraktives Risiko-Rendite-Verhältnis der Anlageklasse, unterstreicht aber auch die Herausforderungen und die Notwendigkeit von umfassendem
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