“We need to look through the volatility and think, where will we be in three years time.”
As central banks experiment with unprecedented approaches to steadying economies, the risks and opportunities in debt markets between countries, sectors and regions need unprecedented scrutiny. In this environment, there is no tried and tested rule book.
Head of Emerging Markets and Asian Fixed Income, Jamie Grant, discusses supply chain challenges, the impact of oil price movements, liquidity and how these are impacting spreads, yields and currencies.
Listen to the podcast below:
Timeline: How Covid-19 is impacting Asian credit markets
Our Asian Fixed Income team highlight key market events and portfolio positioning throughout the crisis - and share their outlook for markets ahead.
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