1st July 2020
Aviva Investors: EMD: The art of differentiation
Liam Spillane and Aaron Grehan explain why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates.
Liam Spillane and Aaron Grehan explain why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates.
We have reframed this Thursday’s Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.
EM’s rally has raised big questions – and the real story sits beneath the headlines.
Wondering whether the New Year will bring an end to US exceptionalism has become something of tradition among investors as they play the annual forecasting game.
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