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
Newsletter

Sign up to receive UBP’s latest news & investment insights directly in your inbox

Click and enter your email address to subscribe

Expertise

Impact investing, créer le monde de demain

L’«impact investing» vise à résoudre les problématiques majeures de la planète en identifiant des investissements attrayants à long terme.

Lire plus

Actualités les plus lues

Expertise 15.10.2018

Global Equities: P/E de-rating in progress

Spotlight - The broad-based sell-off in global equities has fully retraced the gains made from February 2018’s lows. Even world beating technology shares have fully given up the 8% gains seen over the summer.

Expertise 08.10.2018

The latest on the oil market

September saw WTI oil prices drop 4% during the first week of the month before rallying almost 12% to reach USD 75 per barrel at the beginning of October. The rally came as investors have been gauging OPEC’s ability to replace falling Iranian exports and declining Venezuelan production.

Expertise 25.09.2018

US-China Trade War

Spotlight - From Checkers To Chess


A lire également

Expertise 17.10.2018

Impact investing, créer le monde de demain

L’«impact investing» vise à résoudre les problématiques majeures de la planète en identifiant des investissements attrayants à long terme.

Expertise 17.10.2018

Impact investing, préparer notre avenir

L’«impact investing» - une solution concrète pour un avenir meilleur
Expertise 15.10.2018

Global Equities: P/E de-rating in progress

Spotlight - The broad-based sell-off in global equities has fully retraced the gains made from February 2018’s lows. Even world beating technology shares have fully given up the 8% gains seen over the summer.