A commonly held, but misplaced, belief that emerging market debt is an obscure and risky outpost of the fixed income universe has resulted in its under-representation in many portfolios.
Economic and Strategy Viewpoint
This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.
Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?
The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.