Lack of faith in US President
The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.
Rising wages and inflation
China the only deflationary force
Gold volatility, peso crash and Dow surge
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.
Trump will cause first 'zigzag'