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Where will global growth come from?
Weekly investor research
21 January 2019
As governments in developed economies scale back the easy monetary and fiscal policies, which fuelled much of their growth since 2008/2009, which countries are going to be the leading growth drivers in next five years?
The case for Emerging Markets external debt is solid. The long-term risk-reward has been and remains compelling. The outlook over the medium-term also favours the asset class as the unwinding of distortions...
While markets fret over trade wars and other problems emanating from developed countries, EM is experiencing the strongest credit fundamentals in many years. In country specific news, Ukraine looks to...