Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
PGIM Global Total Return Fund enters 2026 guardedly optimistic, positioning for a 'carry-first' bond bull market characterized by higher volatility, steeper yield curves, and selective EM sovereign opportunities.
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PGIM Global Total Return Fund enters 2026 guardedly optimistic, positioning for a 'carry-first' bond bull market characterized by higher volatility, steeper yield curves, and selective EM sovereign opportunities.
The Invesco Emerging Markets Local Debt Fund outperformed its benchmark in Q2 2025, posting a 9.14% return driven by strong interest rate positioning. Managers are highly constructive on emerging market debt for the remainder of 2025, supported by a weakening US dollar and favorable growth differentials.
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The Invesco Emerging Markets Local Debt Fund outperformed its benchmark in Q2 2025, posting a 9.14% return driven by strong interest rate positioning. Managers are highly constructive on emerging market debt for the remainder of 2025, supported by a weakening US dollar and favorable growth differentials.