How to unlock the next wave of returns
Sustained global trade, positive commodity price dynamics, and the phase of a soft dollar continue to be tailwinds for many Emerging Markets (EM). The EM vs DM (Developed Markets) output growth differential is expected to widen to 3.3% in 2020.
Investors should reassess the role of EM assets in a portfolio, develop a solid understanding of the macro backdrop for each country to identify the best investment themes, and further exploit how to play them.
Amundi Funds II - Emerging Markets Bond
The Fund offers investors the benefit of both our asset allocation and security selection skill set. We build this fund from a broad array of investment themes, focusing on our most compelling ideas.
Amundi Funds Equity Emerging Focus
Seeking to capitalise on domestic growth in Emerging economies, thanks to consumer spending, corporate investment and government spending.2
Amundi Funds Bond Global Emerging Blended
Seeking to benefit from yields offered by Emerging Market Debt (EMD) with a blended exposure to both EMD hedged currencies and EMD local currencies.
The Fund offers a blend of short-term sovereign and corporate bonds. With a short duration, this approach seeks to generate performance in a rising rate environment.
Amundi Funds II – Emerging Markets Bond Local Currencies
With many high quality EM Sovereigns shifting issuance into local currency, we aim for risk efficient participation. The fund seeks relative-value in dissonance between economic performance and economic policies.
2. Source: Goldman Sachs 2010, McKinsey Global Institute Analysis 2015, Amundi AM
3. The ongoing charges are based on those of the financial year ending 29 December 2017