Proposed changes to monetary policy
Which currencies should EMD investors hold in their portfolios?
Emerging market bonds generated decent performance in the first half of 2017, rallying well after weakening towards the end of last year on the US election result.
Brazil is a good illustration of why many investors remain wary of emerging market debt (EMD), despite the serious attractions of the asset class.
'Sell in May and come back on St. Leger’s Day'
Favours EMD to mitigate rising rates