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Lipper: Fund Manager Chat: Global Emerging Market Debt – Penelope Foley, TCW Funds

FYI: Thomson Reuters Lipper data reveals robust flows into Emerging Market (EM) debt funds. In 2017, the asset class saw some U$50 billion of net inflows with total AUM increasing (in hard currency funds) by 46% since 2013.

In this podcast, Penelope Foley, fund manager of the TCW Emerging Markets Income Fund and the TCW Emerging Markets Local Currency Income Fund explains why she has a reasonably sanguine outlook for the asset class in 2018.

She discusses what is attracting investors to EM debt, the durability of supportive structural changes in EM markets, yield expectations and the potential consequences to this asset class by central bank tightening.
Regards,
Ted
http://lipperalpha.financial.thomsonreuters.com/podcasts/2018/03/fund-manager-chat-global-emerging-market-debt-penelope-foley-tcw-funds/?utm_source=Eloqua&utm_medium=email&utm_campaign=00008DM_NewsletterLipperAlphaInsightFundInsightsWeekly_Other&utm_content=Newsletter_Funds_Weekly_5April2018
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