The 2019-2023 EM fixed income outlook
The Emerging View
06 December 2018
Emerging Markets (EM) fixed income should deliver compounded returns ranging from 30% to 60% in Dollar terms over the 2019-2023 investment horizon as markets revert to unwinding the so-called ‘Quantitative...
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Crime and punishment
Weekly investor research
03 December 2018
It is not a coincidence that Fed Chairman Powell and President Donald Trump both U-turned on key policy positions last week. They are responding to mounting evidence that the US economy is slowing. The...
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