Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
In client meetings, it is usual to be asked about what we are worried about.
Raised by 25 basis points to 0.75%
91% chance of a rate rise