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The best entry point for External debt in more than two years

Market Commentary

03 May 2018

A recent pullback in markets has produced the best entry point for more than two years in EM fixed income. We believe the optimal allocation to external debt is now close to 100% in the context of a Global Ag portfolio, USD-hedged or unhedged.

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Further progress in Ecuador economic reforms and Argentina debt renegotiation.

Weekly investor research

26 May 2020

Ecuador implemented further economic reforms. China withdrew its GDP growth target, but increased the fiscal deficit. Argentina postponed the deadline for debt renegotiations to 02 June. Indonesia kept...

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African finance ministers say support from multilateral organisations should not disrupt access to international capital markets

Weekly investor research

18 May 2020

The finance ministers of 16 African countries requested a 2 year suspension of payments to debt owed to International Financial Institutions (IFIs), but said debt relief should not be conditional upon...

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