Investment strategies for a late-cycle environment
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This should be a supportive environment for emerging market (EM) currencies, as we highlighted in our most recent investment quarterly. A slow start to the year does not alter our positive view.
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We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?