We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
This paper, written by Kerry Craig, discusses consumer resilience amid a slowing global economy.
For Asian investors, it is important to recognize that political and policy risks and financial assets do not necessarily follow a simple one-for-one relationship.
Tai Hui, Chief Market Strategist for APAC, discusses which fixed income asset class Asia investors should consider.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit.