China is slowing, but we expect the government will act as needed to stabilize growth.
We are cautiously optimistic in our outlook on Mexico as AMLO makes his mark.
The 2018 sell-off presents an opportunity to realize price gains as well as income.
The U.S. housing sector is likely to remain soft this year after peaking in early 2018.
India’s economic outlook is improving, though the potential for near-term volatility remains.
We believe the long-term fundamentals of the senior loan market remain strong.
We expect solid growth, low inflation, higher rates, and an aggressive Bank of Japan in 2019.
Hemant Baijal explains why we now see emerging market local currency debt as highly attractive.