Why global investors will start upping exposure to EMD assets
Experiencing dealing with macro shocks an advantage
Yasmine Ravaï of Eurizon SLJ
Emerging markets account for about 60% of the world economy and 75% of global growth – almost double their share two decades ago.
They also account for more than $2trn - or about a quarter - of the global fixed income market. Yet, despite the size and growing importance of EM, global portfolios have not reflected these structural...
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