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EM corporate debt, Japan stocks gain favour as the cycle turns
EM corporate debt offers positive real yields while Japan stocks are increasingly attractive as a proxy for global growth. Moreover, Asia is set to benefit from the global upturn in the next phase of the cycle.
Emerging market (EM) corporate debt and Japan stocks are expected to perform strongly while the broader economy in Asia will continue to improve.
The most appealing credit assets are in emerging markets, while Japan stocks are among the growth-sensitive assets with the most upside potential, said Mary Nicola, portfolio manager for global multi-asset at PineBridge Investments in Singapore.
Mary Nicola
“We particularly like EM corporate debt and are selective on high yield…
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