James Barrineau

Head of Emerging Markets Debt Relative

Highlight

Markets

13AUG 2019

Argentinian markets tumble as political uncertainty returns

Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.

2018

SEPTEMBER

28SEP 2018

Markets

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.

AUGUST

23AUG 2018

Markets

Three signs that EMD could be nearing a tipping point

A margin of safety has opened up for emerging market investors after recent selling, and history suggests a buying opportunity in emerging market debt (EMD) could be on the horizon.

14AUG 2018

Markets

Turkey trouble: what's behind it and what does it mean for EM?

Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.

2017

DECEMBER

05DEC 2017

Markets

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

MARCH

28MAR 2017

Markets

Why emerging market fundamentals are positive for 2017

Schroders’ emerging market debt (EMD) relative team highlight the broadly positive fundamental outlook for emerging markets in 2017

JANUARY

25JAN 2017

Markets

Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.

2016

NOVEMBER

28NOV 2016

Markets

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.