currency

Macro scenarios set to work in sector's favour

Covid impact throws up many surprises

Driving forces examined

Experiencing dealing with macro shocks an advantage

The emergency airdrop of fiscal and monetary support provided to fight back in the battle against the coronavirus impact on the global economy continues to prevent further dives in world markets.

The Big Question on coronavirus

While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.

Manager increases funds' sterling weighting

Underweight GBP and EUR

2019 was marked by US dollar appreciation