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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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Uzbekistan looks set to become the 73rd EMBI GD member

Weekly investor research

18 February 2019

Uzbekistan issued its inaugural sovereign Dollar-denominated bond last week. This means that Uzbekistan will likely become the 73rd EM country in the JP Morgan EMBI GD index. The enormous diversity of...

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Declining inflation re-injects value into EM local bonds

Weekly investor research

11 February 2019

Despite strong performance in January, Emerging Markets (EM) local currency bonds retain their attractiveness due to the continuing decline in inflation in EM countries. Fears of pass-through from last...

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