CEMB: Invest In An Overlooked Asset Class - Emerging Market Corporate Bonds

CEMB is an ETF that tracks the performance of US dollar-denominated bonds issued by emerging market corporate entities. Emerging market corporate bonds have had superior risk-adjusted returns compared to US corporate bonds and emerging market sovereign bonds over the past 10 years. Higher economic growth in emerging markets in 2024 is expected to benefit companies with outstanding debt, leading to increased profits and lower default probabilities.

Seeking Alpha • Jan 20, 2024

Q4 Report: Tax-Exempt Bond Funds Hit Second Highest Quarterly Return As Fixed Income Rebounds From Q3 Loss

Q4 Report: Tax-Exempt Bond Funds Hit Second Highest Quarterly Return As Fixed Income Rebounds From Q3 Loss

Seeking Alpha • Jan 12, 2024

Bull vs. Bear: Should Your EM Debt Allocation Include China?

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

ETF Trends • Mar 8, 2023

Spotting Opportunities And Risks Across The EM Investment Universe

In emerging markets valuations look attractive today after the losses across financial markets early this year. PIMCO's investment process is founded upon our macroeconomic outlook and our in-house country and credit research.

Seeking Alpha • Aug 31, 2022

Technical Tailwinds May Lift EMFX

Performance of emerging markets local currency bonds has been negatively impacted by the U.S. dollar's strength since mid-year, despite the higher real yields and upside growth surprises in many emerging markets. Currency returns can be volatile, and external factors can have a bigger short-term impact on an emerging markets currency (EMFX) even if relatively attractive fundamentals may provide longer-term support.

Seeking Alpha • Nov 30, 2021

The Green Bond Potential In Emerging Markets

We have seen a sharp growth in the issuance of not only green bonds but also sustainability bonds and social bonds, which are closely related. When thinking about issuance outside of the corporate space, sovereigns and state-owned enterprises in Latin America are leading in that respect, with Asia closely following.

Seeking Alpha • Sep 16, 2021

Cutting The Gordian Knot - How ESG Integration Can Help Solve Challenges To Investing In Emerging Market Corporates

While emerging markets offer exciting opportunities, they also pose challenges that are significant and entangled. This is particularly relevant for investors in EM corporate bonds. Over the last few years, the emerging market corporate bond sector has grown enormously and generated compelling risk-adjusted returns.

Seeking Alpha • Jun 30, 2021

3 Segments, Multiple Opportunities In Emerging Markets

Emerging markets offer attractive alternatives to fixed income investors searching for yield amid the trillions of dollars of negative-, zero-, and low-yielding debt globally. Within emerging market hard currency investment grade bonds, we think it is prudent to be shorter duration or at least hedge the Treasury risk component, given the low yield per unit of duration today.

Seeking Alpha • Apr 27, 2021