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Global Debt
Our Fundamental View on the Dollar Has Not Changed

Despite its recent rally, we continue to anticipate a weakening dollar in the medium term.

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By
Hemant Baijal
&
Turgut Kisinbay
| May 17, 2018
Global Debt
Global Debt: Quarterly Macro Update

Our Global Debt Team features its quarterly update on macroeconomic conditions globally.

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May 03, 2018
Global Debt
Enhancing Fixed Income Efficiency Through Diversification

We believe a mix of U.S. and international fixed income can enhance risk-adjusted returns.

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By
Hemant Baijal
&
Peter Strzalkowski
| April 27, 2018
Global Debt
Silent Revolution in China

China’s New Era: Power consolidation, continued tightening bias to manage financial risks.

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By
Meral Karasulu
| April 02, 2018
Fixed Income
Rollin', Rollin', Rollin' on Emerging Market Local Debt

We see investment opportunities as a result of steeper yield curves in emerging markets.

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By
Wim Vandenhoeck
&
Anuranjan Sharma
| March 23, 2018
Global Debt
Why We See the Dollar Continuing to Weaken

Global economic trends indicate continuing U.S dollar weakness over the next few years.

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By
Hemant Baijal
&
Turgut Kisinbay
| March 06, 2018
Global Debt
South Africa: After Zuma, A Light at The End of The Tunnel

We are more constructive on South Africa in the wake of its change in leadership.

Bw south africa after zuma a light at the end of the tunnel 620x349
By
Meral Karasulu
&
Wim Vandenhoeck
| February 22, 2018
Global Debt
Managing for Asymmetrical Risk in Emerging Market Local Debt

Locally denominated debt in emerging markets calls for a different risk-management view.

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By
Wim Vandenhoeck
| January 26, 2018
Global Debt
The Global Economy: Let's Have Faith in This Expansion

We believe the global economic recovery still has room to run.

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By
Turgut Kisinbay
| January 02, 2018
Global Debt
It's President Xi's Party and He Will Make China Great Again

Political dynamics point to more sustainable economic growth in China.

Bw its president xis party and he will make china great again 620x349
By
Meral Karasulu
| November 08, 2017
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