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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?
A pause in trade escalation is welcomed as it should allow the global economy to stabilize; however, investors shouldn’t assume trade tensions have gone away.
Rising tension between the US and Iran has become the first focal point for markets in 2020. Do the latest developments alter the macro outlook and how are markets pricing geopolitical risk?
Investors going into 2020 are facing a very different environment from a year ago. What could the year bring, and where might the opportunities lie?
Despite a challenging economic environment, emerging Asia equities posted solid returns in 2019. This unusual divergence is likely to end this year amid a more upbeat economic outlook for the region.