Matthew Murphy, Institutional Portfolio Manager of the Emerging Markets Team at Morgan Stanley Investment Management (MSIM), shared his view on the implications of the policies introduced by the Trump Administration for emerging market debt (EMD). Murphy then explained the firm’s approach to the EMD segment.
Military, housing and health getting a boost
Desire to focus on economic welfare
Following London meetings
Spending Review later today
Market 'marches to a different tune'
Regulatory regime now live
LFS credibility still uncertain
Food sales rose 3.6% annually