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Here are our top global and emerging markets takeaways from the recent IMF Spring 2021 Meetings.
Emerging markets bonds historically do well in rising rate environments—particularly when rates rise due to higher growth prospects rather than a taper tantrum.
Emerging markets currencies may be primary beneficiaries of the expectations for higher growth and inflation in the U.S., combined with already impressive growth in China.
Strategic buying and selling opportunities helped propel the fund's performance in 2020; China, Mexico, Indonesia, South Africa and Brazil were the fund's largest positions in December.
We believe the Chinese yuan has several characteristics that set it apart from broad EMFX and that may make exposure attractive to global bond investors—even those wary of EMFX volatility.