The merits of our carry trade basket have faded over the past 12 months. There remains a yield pick-up in…
Tags: Emerging Markets

REPORT » 18th September, 2015 » FOMC & Strategy – the implications
The Fed’s hold is simply a postponement of the inevitable first hike, which is most probably in December. EM risks are…

REPORT » 3rd July, 2014 » GlobalThe Big ‘Un
As inflation rises global capital will be repriced. The process will start in the US, though the UK may be…

REPORT » 28th April, 2011 » USUS – it’s a QEasy feeling!
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