EM Fixed Income Focus: The Data Vs the US Elections
EM assets have lagged behind US markets recently, but there are signs of improvement with recoveries in EM FX and local markets, as well as easing...
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EM Fixed Income: No One Said It Would Be Easy
The low EM credit spreads, uncertainty about Fed rate cuts, shifting data interpretation, lack of evidence for a higher for longer regime, focus on...
317 Views
Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
361 Views
EM Sovereign Bonds : Local or Hard Currency?
EM sovereign debt has been in the spotlight recently, attracting investors seeking for yields within a better economic outlook.EM debt distribution...
261 Views
Risk on DM Positioning
Chartonics webcast Tuesday 27 December 2016Risk on DM positioningTo view click on this link: https://www.screencast.com/t/pQlYonUpgwN8 7:21...
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