Dovish central banks to the rescue

Emerging markets fixed income

11 Apr 2019

The Emerging Markets Fixed Income Review and Outlook assesses the economic and political impact on emerging market counties over the period and looks at the possible challenges for investors in the upcoming quarter, most notably: the interplay between the supportive global factors (with tail risks), and persistent political noise and/or fundamental imbalances.

The team believe significant global tail risks remain largely related to further growth slowdown in China, Europe or the US.