Should EMD investors switch to 'fight' or 'flight' mode?
Re-escalation of trade war tensions could feed end-of-cycle concerns
Robert Hall of MFS Investment Management
Periods of market volatility can cause investors to question their commitment to certain asset classes, especially those they perceive as tactical plays best reserved for 'risk-on' environments.
Last year, tighter financial conditions, a stronger US dollar, increased trade tensions and slower global growth dampened investor enthusiasm for emerging market debt (EMD). From the second quarter of...
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