trump

Friday Briefing

Markets pricing in good news

Time to evolve

Matthew Murphy, Institutional Portfolio Manager of the Emerging Markets Team at Morgan Stanley Investment Management (MSIM), shared his view on the implications of the policies introduced by the Trump Administration for emerging market debt (EMD). Murphy then explained the firm’s approach to the EMD segment.

Credibility 'has taken a knock'

Covid stress test passed

US exceptionalism questioned

Friday Briefing

Plans to 'inflate away' debt burden

Escape from low-growth trap