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.
Covid stress test passed
US exceptionalism questioned
Plans to 'inflate away' debt burden
Escape from low-growth trap
Not the silver bullet to protecting from volatility
Paul Atkins said it is 'a new day at the SEC'
Contains 'gaping shortfalls'