13th November 2018

With the FED ready for its fourth rate hike in December and global growth concerns increasing and feeding into the global financial markets, Senior Portfolio Strategist Antonio Del Favero looks at the leading drivers of the sell-off in emerging markets and of the double spike in the volatility of risky assets. VIEW THE FULL PRESENTATION […] more

29th August 2018

EM – Not fixing the roof while the sun is shining…? On Friday (24 Aug), S&P downgraded Zambia to B- from B[1] and kept it on a stable outlook. At time of writing (28 Aug), all its USD bonds are trading at spreads of more than 1000bps[2], over the respective US Treasury Note. This is […] more