South African bonds offer opportunity relative to their peers

‘We are generally quite overweight South African bonds, but we're also quite sensitive to the risk involved’: Daniel King of Counterpoint Asset Management.

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2022-01-25 02:30:00 PM

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‘We are generally quite overweight South African bonds, but we're also quite sensitive to the risk involved’: Daniel King of Counterpoint Asset Management.

DANIEL KING: Yeah. Thanks, Simon, thanks for having me. I think the fixed-income space globally is actually quite a tricky space right now, because there are risks everywhere with inflation and rates moving all over the show. But in terms of preference order, we do generally prefer emerging-market bonds to developed-market bonds right now, because we have this legacy in the developed-market universe of massive central bank involvement in government bonds. While we don’t necessarily know the exact extent of the impact of that on yields, it does raise a question mark there about how appropriately those bonds are being priced. In emerging markets we don’t have that problem and so we believe that the market is at least free to appropriately price the risks. Although the risks are of a different nature they’re free to price those risks that exist and compensate us for that.

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