M&G's Claudia Calich has initiated a position in Argentine government bonds on the grounds the bonds have dropped to levels that "offer decent compensation for the risks".
Calich, manager of the £942m M&G Emerging Markets Bond fund, added a 1.5% position in local currency government bonds in Argentina in May having exited holdings in Q1, although she maintained other positions...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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