With over $15 trillion in negative yielding bonds in the market, a decade of loose monetary policy has left developed market yields languishing and investors on the hunt for sources of higher return. Enter emerging market debt. At a market size of over $12 trillion, this can no longer be considered a niche asset class.

Cashflow matching strategies are customised investment solutions, designed to enable clients such as pension schemes or insurance companies to meet their liabilities. In this episode, we discuss how emerging market fixed income has an important role to play in designing cashflow matching strategies.

· John Grey, Emerging Market Credit Analyst

· Karen Ng, Buy & Maintain team

· Toby Orpin, Senior Solutions Distribution Manager

Read the team’s full article here: https://www.lgim.com/uk/en/insights/our-thinking/client-solutions/missing-piece-of-the-cashflow-matching-puzzle.html?cid=lgimtalks

We want to hear from you! Email us at mark.chappel@lgim.com with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered.

This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

82: DB: Emerging market debt, the missing piece of the cashflow puzzle 17:28 Share

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82: DB: Emerging market debt, the missing piece of the cashflow puzzle