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Articles by Damien Buchet
Making sense of emerging market debt in global portfolios
BY | FRIDAY, 14 MAR 2025 8:03AM Emerging market debt (EMD) has garnered increasing attention from investors for many years. While the asset class has historically delivered attractive, diversified returns driven by high income generation, many investors still need help understanding how to approach it effectively.
EMD is back with a vengeance
05 March 2024 By Damien Buchet 5 minute read Facebook X LinkedIn Copy link Emerging market debt (EMD) is a distinct subset of global fixed income, comprising debt securities from developing economies. Investors in Australia and globally are increasingly turning to EMD for higher yields compared to developed markets and to diversify portfolios amid global uncertainties.
2021-22 saw poor investment returns - the bad news and the good
The past financial year was poor for investors as inflation, rising interest rates and recession fears hit investment markets. Inflation and recession worries While inflation was on the rise in the six months to December pushing up bond yields the impact for share markets was swamped by economic recovery from the pandemic and surging share markets so overall returns slowed but were still positive.
Size isn't everything
It is timely with a new federal government to ask the question; has the focus on fund size in the superannuation system run its course? Given the monoliths emerging from within the superannuation system, it is easy to forget that real people should continue to be at the heart of their national retirement system. It is undeniable that very powerful forces in our society have placed unrelenting pressure on the system to reach for scale.
What does the new government mean for super?
The new Labor Government will be a strong supporter of superannuation. In fact, the Prime Minister in his election night comments mentioned his government's support for "universal superannuation." However, before discussing possible developments and tweaks in respect of superannuation under the new government, let's confirm the changes that will occur from 1 July 2022.
Time to rethink emerging market debt?
Emerging market debt has had a tough 2022 so far but the market is reaching an inflection point. Much of the bad news is in the past and yields are beginning to stabilise, opening an opportunity for investors to consider rebuilding positions. Emerging market debt (EMD) has suffered an almost perfect storm this year due to rising inflation fears, higher U.S. interest rates and a sudden slowdown in China.
Reconfiguring portfolios for a structural turning point
Superannuation's structural tailwinds of the past 30 years are morphing into headwinds and traditional diversification is challenged. (As an industry) We need to reimagine asset allocation and create portfolios with assets that are inflation resistant.
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