Emerging market corporate bonds: Beyond the tariff tension
What impact will tariffs have on emerging market corporate bonds? Looking south of the border, we find that the answer might not be as bad as some may expect.
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
We’ve been investing in emerging market debt (EMD) for over 30 years. During this time, we’ve built a highly experienced team of nearly 50 fixed income professionals dedicated to EMD*.
With offices in London and Asia, the team has on-the-ground resources and expertise to deliver first-hand insights across bond markets, sectors, issuers, and the full credit spectrum.
*as at 1 January 2025
We analyse environmental, social and governance (ESG) risks and opportunities in every company and sovereign we cover. On-desk regional ESG specialists, supported by Aberdeen Investments’ central ESG team, provide insight on ESG themes and sectors within local markets. We believe this helps us to deliver emerging market solutions that target long-term positive outcomes for investors.
We’ve also created the Aberdeen Asia-Pacific Sustainability Institute – a centre of excellence and innovation dedicated to all aspects of sustainable investing.
We have considerable local expertise across emerging markets. This includes a team of Mandarin-speaking investment professionals dedicated to China. This gives us an invaluable window into this vital market.
We also have experience investing in fast-growing frontier markets, at both the corporate and sovereign level. This combination means we can put our clients at the heart of some of the most compelling opportunities EMD has to offer.
Invest to perform, engage to transform.
Environmental, social and governance (ESG) considerations underpin all our investment activities. Our goal is to make a difference – for our clients, society and the wider world.