Excel Funds Management Inc.

Emerging Markets

Article Response: Four reasons to invest in Emerging Market Bonds

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In a  recent conference call with investors Luz Padilla, Portfolio Manager at DoubleLine Capital, explained the major impetus behind the 30% compression in spreads between Emerging Market bonds and their US Treasury counterparts.

Padilla attributes the significant tightening in spreads(and rally higher in the bonds) to 1) Growth prospects 2) Financial Responsibility and 3) Ratings Improvements.

When asked whether emerging market bonds have more room to move, Padilla cites increasing demand metrics and new supply coming online.

Written by Jack S.

Read more: (webpage) http://www.forbes.com/sites/marcprosser/2012/10/15/4-reasons-to-invest-in-emerging-market-bonds-from-doubleline-capital/

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Author: Excel Funds Management

We Are Leaders. Our Focus is Undivided. Excel Funds is Canada’s specialist in Emerging Market investment opportunities. We pioneered Emerging Market mutual fund design and distribution in Canada. Our focus is undivided – Emerging Markets is all we do. Our Mission Is To Offer Canadians True Global Access By offering Canadians access to rapid growth markets, Excel Funds provides truly global and diverse investment value. Our clients want consistent, responsible and intelligent solutions – we will never stop being challenged and deliver on client expectations. We Listen. We Are Determined To Deliver. Our clients want to understand better. Excel Funds is the only company dedicated to providing investors with actively managed, best-in-class Portfolio Managers based in regional markets. In order to deliver deeper understanding, we are not removed from unique cultural, political and economic experiences. We Initiate. We Create. Investors benefit from strong, sustainable growth. To create wealth for our clients we will: • Offer globally diverse opportunities to capture shifts in world economies • Not resist change and continually lead in Emerging Markets global growth • Engage world class institutional managers for retail investors We Are Passionate. We Will Never Stop Innovating. True leadership is enabling and seeks a positive outcome for all invested. We will not rest on past success, and continue to provide clients with: • Innovative fund structures • Canada’s largest & most comprehensive Emerging Markets products • The best institutional level Portfolio Managers • World class on-the-ground active managers • A singular focus on Emerging Markets, the driver of global growth

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