This quarterly review provides an update on the sector as well as the outlook for the Emerging Markets Bond strategy. Learn more.

Key Highlights 

  • The Federal Reserve’s (‘the Fed’) annual symposium at Jackson Hole in August was keenly watched, the Fed overall continuing to reaffirm the message that interest rate rises will be gradual and dependent on data.
  • Central bank policy and politics remain key drivers for global markets in our view. The key risk event on the horizon is the 8 November US presidential election.
  • Inflation and global growth remain moderate, but that there will not be a recession. The improvement in EM should at some point contribute more positively to the global economy.


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