BVTV: A sign of the times – how political risk has become a DM not EM problem

Charles de Quinsonas   06/03/2017   Comments Off on BVTV: A sign of the times – how political risk has become a DM not EM problem

We are kicking off the week with an emerging markets special on BVTV, as I talk all things EM with my equity market colleague Michael Bourke. Tune in to hear us discuss:

  1. What has been driving the positive EM momentum so far this year and what should investors look out for?
  2. Further signs of improving EM fundamentals in 2017
  3. The implications of the shift in political risk away from EM towards DM

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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About the author, Charles de Quinsonas

Years in the bond markets
6
Specialist subjects
Corporate bonds, High yield credit, Emerging markets
Likes
Tennis, Football, Caipirinha and Political debates
Heroes
Roger Federer, Frank Lloyd Wright, Judge Dee