Following the challenges and turmoil of 2020, a year that saw unprecedented fiscal and monetary stimulus in response to the Covid-19 pandemic, we believe Asian fixed income is set to shine this year.
Against a backdrop of positive Covid-19 vaccine news and a new US presidency in 2021, Endre Pedersen, Chief Investment Officer, Fixed Income, Asia ex-Japan, shares his views on how these developments, alongside the region’s diversified economic growth, resilient credit performance and a weakening US dollar, combine to offer diverse investment opportunities and relatively attractive nominal and real yields.
Finally, Endre considers the case for Asian fixed income to be seen as a standalone asset class rather than part of an Emerging Markets fixed income allocation.