Since the 1990s, the Global Debt Team has had a long and successful history of investing in international fixed income markets.
To gain further insight into their economic thoughts for 2020, views on globalisation and how they manage risk in an uncertain world, please read our short summaries below.
Stronger growth prospects clouded by coronavirus
Trade is showing signs of stabilising as Sino-US tensions ease a little but are we facing a black swan event as China grapples with fallout from the coronavirus?
Is globalisation over?
Globalisation has helped lift millions of people out of poverty and has far reaching implications for many economies, especially those in the emerging world. Has the export-led growth model run its course?
Managing for asymmetrical risk in EM local debt - Planning for a smoother ride
We believe the unique character of locally denominated debt in emerging markets calls for a different look at risk management and manager skill.
