Disclaimer
The views expressed are those of the portfolio manager as of September 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Observations on some interesting differences between inflation dynamics in major Latin American countries.
A top-down look at the countries the JOHCM Emerging Markets Opportunities team are avoiding.
The US hegemon versus the Chinese challenger: echoes of history
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