Fiscal stimulus and history to the rescue?
Adopting 'formal exclusions regarding fossil fuel exposure'
Privatisation of government assets to boost growth
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
Looking back at the past to predict the market of tomorrow
'Constructive macro view' behind latest additions
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.