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Three stories from around the world

Weekly investor research

02 September 2019

This week we will present three stories from around the world: we start in Argentina, where markets have reacted to the Argentinian government’s debt re-profiling proposals with conventional scepticism; we think bonds already offer value. Next, we take a trip back in time to 1919, when Irish poet W. B Yeats penned ‘The Second Coming’. As global politics deteriorates, investors face the same conflict between the heart and the mind as Yeats did a hundred years ago. Finally, we ask how EM might react to a US recession. The question is gaining importance as the US yield curve inverts…

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