Which areas should investors pay attention to?
New report on Long Term Capital Market Assumptions
The US dollar has performed well, up more than 7% since the end of 2017, and continues to enjoy a number of supports.
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.
Most fixed income has performed well in 2019 aided by the change in outlook from many central banks around the world and the gross redemption yield (GRY) on many bonds have fallen to very low or negative levels.
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