Will focus on emerging markets fixed income
Trade, inflation, slow growth and yield curve to blame
Inflation above 2% for first this this year
In this month's edition of The Top Down, Jayna Rana and Mike Sheen talk to James Dowey, CIO and chief economist at Neptune Investment Management.
Growth in the eurozone is slowing to stall-speed. The most recent raft of indicators point to weak manufacturing activity, with German data at lows last seen in 2009.