Autor: Marcelo Assalin, Head of Emerging Market Debt bei NN Investment Partners und Lead Portfolio Manager der EMD Blended Strategies sowie des EMD Opportunities Fonds, Den Haag
Im Rückblick auf die ersten fünf Monate des Jahres hat sich, die Perspektiven für die Emerging Market Debt (EMD) betreffend, nur sehr wenig geändert. Dem Pessimismus, der noch zu Beginn des Jahres unter Investoren herrschte, ist eine realistische Einschätzung gewichen. In unserem Januar EMD Outlook nahmen wir bereits eine realistischere Position ein als die meisten Marktteilnehmer. Dennoch erholte sich die Anlegerstimmung überraschend schnell; wir hatten damit erst später im Jahr gerechnet.
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Im Rückblick auf die ersten fünf Monate des Jahres hat sich, die Perspektiven für die Emerging Market Debt (EMD) betreffend, nur sehr wenig geändert. Dem Pessimismus, der noch zu Beginn des Jahres unter Investoren herrschte, ist eine realistische Einschätzung gewichen. In unserem Januar EMD Outlook nahmen wir bereits eine realistischere Position ein als die meisten Marktteilnehmer. Dennoch erholte sich die Anlegerstimmung überraschend schnell; wir hatten damit erst später im Jahr gerechnet.
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