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Stocks and bonds are upside-down – except in EM

The Emerging View

03 November 2016

Investors are buying developed market equities for yield and developed market bonds for capital gain. This makes no sense from a risk-reward perspective. The widespread perception that there is no alternative is also wrong. Emerging Markets (EM) bonds pay high yields and EM equities offer opportunities for capital gains. The world of investing is only upside down in developed markets, not in Emerging Markets.

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