Deciphering ESG in Emerging Markets: A Closer Look at Risk and Bias
A discussion on ESG for emerging market sovereigns, the challenges of assessing these issuers, and PGIM Fixed Income's sovereign ESG framework.
While the sustained underperformance of the emerging markets asset class over the last several years has left investors wondering if and how EM fits into their asset allocation, we believe previous headwinds are now reversing course. Explore the following package of insights to learn more about the upside potential for EM and why it may be time to make a strategic, long-term allocation to emerging markets debt.
After this difficult start to the 2020s amid sharp increases in inflation and rates, U.S. dollar strength, rising geopolitical risks, and meaningful capital outflows, conditions within the emerging markets asset class warrant a fresh look. Explore the five structural factors that we believe should support the emerging markets over the coming five years and possibly beyond.
Despite an environment that's been punctuated by unusually high macro and geopolitical uncertainty, several tailwinds are either firmly in place or are taking hold that could have a profound impact on the trajectory of the emerging markets class moving forward. Watch as our panel of experts assess both the macroeconomic backdrop and EM fundamentals, and also outline where we see potential investment opportunities across the emerging markets debt complex.
Navigating the volatile landscape of geopolitics and its implications on emerging markets has become critical in this uncertain economic climate. Watch this episode of All the Credit® for an in-depth analysis of the current geopolitical landscape, its profound impact on emerging markets, and the risk factors on our radar.
A discussion on ESG for emerging market sovereigns, the challenges of assessing these issuers, and PGIM Fixed Income's sovereign ESG framework.
Alongside telltale signs of a more aggressive nuclear posture, we believe that the DPRK may be a far more prominent risk than markets have currently priced in.
We explore the potential evolution of the relationships between Latin American countries and the U.S.