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Hyperbole

Weekly investor research

08 May 2018

Profit taking in EURUSD has morphed into profit taking in EM FX. Neither fundamentals nor value considerations support a sustained moved against EM currencies. This is the best entry point in EM fixed income for at least a couple of years, in our view.

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Intra-EM trade rose significantly despite protectionist policies during the first half of Donald Trump’s first term

Weekly investor research

17 February 2020

Intra-EM trade rising despite protectionist policies. Lebanon’s parliament approves confidence vote in PM Diab’s cabinet. Argentina rolls dual currency local bond as Minister Guzman speaks to parliament....

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Quantifying EM sovereign debt fair value

The Emerging View

12 February 2020

It is tough to beat the long term risk-adjusted returns of emerging markets (EM) sovereign debt. The asset class has consistently delivered steady performance even during poor macroeconomic environments...

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