Emerging Markets Fixed Income – reasons to be cheerful

12 Apr 2017

What makes Emerging Markets Fixed income attractive – even under a Trump presidency?

Written by L. Bryan Carter (Head of Emerging Markets Fixed Income) and Jean-Charles (JC) Sambor (Deputy Head of Emerging Markets Fixed Income), our paper covers:

  • How much can Trump actually deliver?
  • Trump’s two lightning rods: Mexico and China
  • Reasons to be cheerful
  • Emerging Market Debt performance since Trump
  • Inflection point – why EMD now?
  • How strong are the Fundamentals?
  • Market Outlook

 

 

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