Emerging Markets

Supply chains evolving

'Time to rebalance portfolios'

Matt Murphy, CFA, CAIA, Institutional Portfolio Manager on Morgan Stanley Investment Management’s Emerging Markets Debt Team, highlights EMDO’s award-winning strategic role and EMLI’s tactical opportunities in emerging markets debt.

Opportunities beyond US

New tariff deadline in November

'There is no perfect model for the world and the equity market'

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Despite geopolitical tensions and economic concerns, market sentiment remains resilient, with short-lived volatility spikes and credit spreads rallying in recent weeks. Against this backdrop, he highlights why his highest conviction forex position is a short US dollar against a basket of emerging market currencies.

'Robust growth prospects'

UK outflows continue

'Damage is done'