At FSA’s recent Investment Morning Briefing Bangkok, Fabrizio Palmucci, product specialist, fixed income at Jupiter Asset Management, presented on why it makes sense to focus on short duration emerging market debt as a late-cycle investment strategy.
In the video, he also makes the case for Brazilian meat exporters, and is wary of countries vulnerable to a strong dollar if the Fed were to fall behind the curve.
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Part of the Mark Allen Group.
