Emerging Markets Corporate Bonds Update of January 2018
2019 01 JAN
Emerging markets Emerging Markets Corporate Bonds Update of January 2018
  • The performance gap between EM and DM stock markets narrowed massively
  • China tries to get the economic cool down under control by any means
  • We took profits of selected positions in Mexico and in China
  • Our fund has been the best in absolute terms (in the relevant Morningstar peer group) for 2018 and over the past 5 and 10 years