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With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.
Emerging markets are underpinned by strong fundamentals and undemanding valuations and are likely to be supported by US rate cuts, which are expected to start some time in 2024.
Find out why we think now is a good time to participate in fund financing.
We look at the benefits and limitations of a mean reversion strategy. And argue that investors must also look to the future.
We discuss the upcoming election in Senegal and consider the implications for the country and markets.