Is the Old Lady going too slowly?
Russell Silberston discusses how the Bank of England is an international outlier in relying on models rather than data to anticipate inflation
23 Jun 2020
Portfolio Manager, Head of Fixed Income and Co-Head of Emerging Market Sovereign & FX
Emerging market sovereign debt
A challenging year for EM debt has seen yields and spreads approach historic highs and valuations reach post-global financial crisis lows. Coupled with generally good macro fundamentals and significant IMF support for more vulnerable economies, this leaves Peter Eerdmans and Werner Gey van Pittius optimistic over the outlook for the asset class.
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