1. Newsroom
  2. How emerging markets are dealing with higher US Treasury yields
Menu
Expertise 02.05.2018

How emerging markets are dealing with higher US Treasury yields

How emerging markets are dealing with higher US Treasury yields

The recent rise, through 3%, and to the highest level since 2013, has triggered a bit of a sell-off in emerging market assets. We’re thinking that US Treasury yields from here stabilise or they rise only gradually, and this’ll allow emerging market asset prices to go up again.


  • Emerging market growth and global growth are doing very well (The IMF forecast that emerging market growth in this year and next year will be around 4.9%, and global growth will be around 3.9%. )
  • We still have decent yield pick-up over the US (3% in US yields, but 6% on average in emerging market government bonds dollar)
UBP Emerging Markets fixed income
Expertise

Impact investing - Contributing to a more sustainable future

What are the key features of impact investing?

Read more

Actualités les plus lues

Expertise 19.02.2020

Changes in consumption patterns

Despite being fast-moving and quite unpredictable, changes in consumption patterns are expected to reshape the economic landscape.

Expertise 15.04.2020

The Case For Frontier Debt

India’s total infected cases (979) and fatality rate (25) remain low but it has been escalating. According to the World Health Organisation (WHO), this can become overwhelming, if uncontrolled.

Expertise 22.04.2020

Impact Report 2019: an eventful year

UBP is proud to release the second edition of its Impact Report.

A lire également

Expertise 31.07.2020

Gold/Silver: the early stages of a long-term bull market

Spotlight - Despite the impressive 30% rally for gold and 70% rally in silver from the March lows, the precious metals are likely still in the early stages of a long-cycle bull market.

Expertise 29.07.2020

Podcast - The beginning of the USD bear market

Our Global Head of Forex Strategy, Peter Kinsella, shares his outlook for the US dollar for the months ahead.

Expertise 28.07.2020

Webinar – The strategic case for gold

On Friday 24 July 2020, UBP's experts Norman Villamin and Peter Kinsella hosted a webinar with John Reade, Chief Market Strategist at the World Gold Council, to discuss the constructive environment for gold.