Absolute Return

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Economics

05DEC 2017

Outlook 2018: Emerging markets debt absolute return

Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.

2017

SEPTEMBER

28SEP 2017

Economics

Quantitative tightening: the three things the Fed wants to avoid

After $3.5 trillion of quantitative easing, soon the US authorities will start turning off the taps. But only if they can avoid a market meltdown.