Market sentiment towards the Chinese currency has shifted significantly
A summary of the factors driving global markets over the last month.
The performance of the US dollar significantly diverged from relative rate spreads.
A summary of the factors driving global markets over the last quarter.
LTCMA 2017 Macroeconomic Assumptions
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.
Market volatility returned in October. The S&P 500 moved up or down by more than 1% in a single day on ten occasions last month ��� two more times than in the whole of 2017.