Morning Meeting: Emerging Market Debt Investment Surges

The video discusses the increasing investment in emerging market debt, highlighting a 16.5% share in US global bond funds. Jack Dino from BlackRock provides insights, countering claims that investors have been 'long and wrong' in certain markets. He emphasizes the solid footing of the asset class despite past concerns. The search for yield has shifted to emerging markets, with a need for active management due to potential high yield default rates. The discussion concludes with an optimistic outlook on global EM growth, the China story, and commodity prices, suggesting strategic investment opportunities.

What percentage of US global bond funds is made up of emerging markets?

According to the discussion, what has been the trend in investment in emerging market debt over the past four years?

What is the speaker's perspective on the current valuation levels of emerging market corporate debt?

What are some of the concerns mentioned regarding high yield default rates in emerging markets?

What factors are believed to be affecting the asset class of emerging market corporate debt?