Switzerland Emerging Markets
In the latest of our series of short interviews, Claudia von Waldkirch, Senior Portfolio Manager, discusses emerging-market (EM) corporate bonds and explains why she sees particularly favorable opportunities in Latin American (LatAm) issuers.
After the surprising results of the US election, emerging markets sold off sharply. We believe that this was driven by sentiment rather than fundamentals. The new levels should offer attractive entry points for investors.