EN United States Client Portal About Us Strategies Funds Viewpoints Institute Newsroom Contact Emerging Markets Debt: Navigating A Shifting Landscape Emerging Markets are rife with opportunity, but managing risks is critical. From COVID to trade tensions to politics, there are a number of risks facing emerging markets debt investors. But attractive opportunities continue to materialize across the EM spectrum, including in local currency, sovereign hard currency and corporate debt. The key to capitalizing on them is selectivity. LOWER-FOR-LONGER RATE ENVIRONMENT Emerging markets can offer a potential yield premium versus developed market debt. NOT ALL ISSUERS ARE CREATED EQUAL Challenges will persist, but not all countries and companies will be equally impacted. FROM VOLATILITY TO OPPORTUNITY Volatility often leads to price dislocation, creating value opportunities for investors. EM Debt: Why Passive Strategies Often Miss the Mark When it comes to emerging markets, index tracking can result in both increased risks and missed opportunities. Insights - 5 min read From Rates, to Growth, to China: What’s Next for EM Debt? While volatility resurfaced in the third quarter, there are a number of positive factors that continue to support EM sovereign, corporate and local debt. Short View - 4 min read Measuring a Country’s Carbon Emissions: A Debate with High Stakes Why some metrics are more accurate, more equitable, and more efficient than others. Insights - 11 min read Growing Pains for EM Corporates Amid China's Regulatory Crackdown Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well. Insights - 8 min read Three Reasons for EM Corporate Short Duration Debt While the potential for inflation and rising rates could create a headwind for EM debt, a short duration approach can provide an opportunity to pick up incremental yield and diversification, with less volatility. Short View - 7 min read ESG: Managing Climate Risk in EM Corporate Debt Portfolios EM companies are making strides when it comes to capturing and disclosing climate risks, but there is work still to be done. Encouragingly, investors and managers are often able to go a few steps further to fill the gaps. Short View - 7 min read EM Debt: Fundamentals Back to the Forefront The EM growth picture remains positive, but with the Fed’s hawkish pivot toward quarter-end, sovereign and corporate debt look better positioned than local currencies. Short View - 4 min read EM Debt: How ESG & Economics Are Shaping the Outlook Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation. They explain why ESG factors are so critical to sustaining long-term growth and performance in these markets. Podcast - 46 min listen LIBOR Update CCPA Request Investment Policies Privacy Notice Cookies Notice Terms & Conditions Sitemap About Us Sustainability Barings Social Impact Our History Careers at Barings Locations Strategies Public Fixed Income Public Equities Private Credit Real Estate Private Equity Funds Viewpoints Streaming Income Podcast Institute Newsroom Senior Leadership Team Press Releases News Alerts Contact The opinions and other information contained herein, whether express or implied are made in good faith in relation to the facts known at the time of preparation and are subject to change without notice. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. This material should not be construed as a recommendation, and Barings is not soliciting any action based upon such information. Additionally, the strategies and funds may not be available to all investor types in all jurisdictions. In some jurisdictions this website may contain advertising. Copyright © 2021 Barings. The BARINGS name and logo design are trademarks of Barings and are registered in U.S. Patent and Trademark Office and in other countries around the world. All rights are reserved. X We use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.