We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Dan Watkins, Deputy CEO, Asset Management EMEA, provides a video update on the questions investors should be asking their aseet managers around BREXIT
Sorca Kelly-Scholte, Head of EMEA Pensions Solutions and Advisory Team, provides a video update on the main implications of BREXIT for pension firms.