Emerging Market Debt as a Source of Potential Income and Diversification for a Fixed Income Portfolio – Global X ETFs – 5.9.23

Summary:

Now On Demand

In response to historically elevated levels of inflation, central banks around the globe reacted with tightening monetary policies last year. The resulting volatility in the markets left investors questioning whether traditional strategic allocations were appropriate and how they should proceed in 2023. Emerging markets took a different stance in which global macroeconomic trends affected their economies differently. Emerging Market economies continue to show signs of significant growth and play a significant role in structural, macro-level trends. Accessing the sovereign and corporate debt markets of these countries is one avenue of access to increase potential diversification and income within a broader, fixed income portfolio. Active management from professional and experienced portfolio managers within the ETF structure offer a set of potential benefits and may be an intriguing way to access this segment of fixed income markets.

Speakers:

Rohan joined Global X in 2015. He works within the firm’s research team, providing insights into the financial markets and Global X’s unique range of ETFs, including Energy Infrastructure, Preferreds, Covered Calls, & Dividend strategies. Rohan is also a member of the firm’s Portfolio Construction Committee (PCC), providing model portfolio solutions to investors. He is a frequent contributor to the Global X blog. Rohan earned his BA in Economics from New York University.

Chandler joined Global X in 2021. In his current role as a Product Specialist, he works closely with the research analysts and sales team to maintain and promote client-facing research content, as well as communicate insights with clients and internal stakeholders around the globe. Chandler started his career in Asset Management at BlackRock and previously served as an ETF Due Diligence Analyst at Oppenheimer & Co. He graduated from Monmouth University with a BS in Business Administration and a concentration in Finance as well as holds an MBA from the same institution. To date, he has passed Levels 1 & 2 of the CFA Program.

As a portfolio manager of emerging markets corporate debt at Mirae Asset Global Investments (USA) LLC, Ethan is responsible for the investment management of the Mirae Asset Global Investment Group’s (the “Group”) emerging markets corporate strategies and supervises the investment and research analysis activities of emerging market corporate in the USA. Ethan first joined the Group in 2010 as a credit analyst for Mirae Asset Global Investments Co., Ltd., covering global financial sector. He became a portfolio manager and senior credit analyst for emerging markets corporate debt in 2014. Previously, Ethan worked as an equity research analyst at Lusight Research in Toronto responsible for analyzing global emerging markets financial sector for four years. Prior to that, he worked at CIBC and its affiliates at various investment-related roles. Ethan holds B.S. in Human Biology and Economics from the University of Toronto. He is a CFA® charterholder and a CMA (Certified Management Accountant).