VIDEO: JUPITER ASSET MANAGEMENT ON LATE-CYCLE INVESTING

Sponsored by JUPITER ASSET MANAGEMENT

Fabrizio Palmucci, manager of the Jupiter Global Emerging Markets Short Duration Bond Strategy, argues that a late-cycle flattening of the US yield curve offers opportunities in short-dated emerging market bonds.

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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