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A-rated PM: the fringe bond bets investors are overlooking

Turkey is attractive compared to where it was earlier in the year and investors need to focus on what is already priced-in, according to PGIM’s Cathy Hepworth.

In this video, Citywire A-rated Hepworth runs through the top bond positions in the Nordea 1 Emerging Market Bond fund and names a few overlooked nations worth a second look.

Hepworth also highlights Venezuela as a longer-term idea but adds that country-specific risks around oil dependency and policy distortions are hard to ignore for now.

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