As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election.
Vanguard joins in with EM chorus
The firm sees improvement in the risk-reward balance for sovereign and investment grade corporate bonds in emerging markets.
Does the US rate hike create an EM buying opportunity?
Current market volatility is due to uncertainty around the start date, Rieder said. He disagrees with conventional opinion that all emerging markets will be under pressure once the US Fed moves to hike rates later this year. Rieder believes a 25 basis point rate rise will come in September and further hikes will be cautious […]
