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EMs can benefit from stronger dollar, says co-head of credit

Although a US interest rate rise has historically had a negative impact on emerging market debt, investors are overlooking areas of the market that could benefit.

That is according to Fraser Lundie, co-head of credit at Hermes and manager of several funds. He said that while flows into emerging market credit had increased, it remained an under-owned sector.  

In this video, Lundie also discusses the opportunities that a divergence in monetary policy is offering investors and explains his current positioning.

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Fraser Lundie
Fraser Lundie
100/171 in Bonds - Global High Yield (Performance over 3 years) Average Total Return: 15.65%
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