EM local currency bonds have held up relatively well in the 2022 bond bear market, and there are a number of reasons to expect positive returns going forward:
However, while the risk-return profile of the asset class has improved, the global macro outlook remains fluid and proactive country selection is key. While Latin America offers opportunities for falling yields, high trend growth and some institutional improvements make a structural case for Asia. Given our outlook, we will explain how we identify the best positioning in terms of country, duration and currency exposure.
The Nomura Asset Management Group is a leading global investment manager. Headquartered in Tokyo, Nomura has additional investment offices throughout the world including London, Singapore, Malaysia, Hong Kong, Shanghai, Taipei, Frankfurt and New York. With a global workforce of nearly 1.400 employees it has been operating in Europe for more than 30 years. Today Nomura Asset Management provides its clients with a wide range of innovative investment strategies including global, regional and single country equities, high yield bonds and global fixed income strategies.
Dr Recai Gunesdogdu has been Head of Investments at Nomura Asset Management Europe KVG mbH since December 2021. He has been Lead Portfolio Manager for Emerging Markets Funds and Head of Emerging Market Debt since October 2020. He joined Nomura Asset Management in 2016 in charge of managing the Emerging Market Local Currency Debt Fund as a member of the Global Emerging Market Bond Team. From 2008 until 2016 he served as Head of Fixed Income and Structured Products Sales/Trading at IS Investment, the investment banking arm of IS Bank in Istanbul. Previously, Dr Recai Gunesdogdu was responsible for investments at Aurelius Capital Management (Vienna), Director of Fixed Income Portfolio Strategies and European Structured Product Research at Credit Suisse (London) and Emerging Markets Strategist at Chase Securities (London, New York). Dr Recai Gunesdogdu is a graduate of the Turkish Naval Academy and gained his M.Phil. and PhD degrees in financial economics from the City University of New York in 1998.
Executive Director
Head of Wholesale Business
Nomura Asset Management Europe KVG mbH
christin.helming@nomura-asset.eu
Global Markets Sales Finland
Nomura Financial Products Europe GmbH, Finnish Branch
anna.platan@nomura.com
(As of end of September 2023)
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(As of end of September 2023)
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* Incl. non-realised profits/losses from FX transactions and futures.
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