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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.

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By
Meral Karasulu
| November 08, 2017
Global Debt
To Be (Accommodative) or Not to Be? That's LATAM's Question

Why we're constructive on government bonds—especially short-term paper—in Latin America

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By
Wim Vandenhoeck
&
Claudia Castro
| September 18, 2017
Global Debt
South Korea: When Whales Fight, What Happens to the Shrimp?

With tensions rising along the Korean peninsula, we see South Korea as a tactical play.

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By
Meral Karasulu
| August 21, 2017
Fixed Income
How a LIBOR Phase-Out Would Impact Senior Loans

Despite its role as a senior loan reference rate, LIBOR’s end may not disrupt the market.

By
Taylor Watts
| August 18, 2017
Global Debt
Mexico: A Sombrero Bullish Outlook, and a Yield Curve View

We're more bullish on its longer-term economy but less constructive on its yield curve.

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By
Wim Vandenhoeck
&
Claudia Castro
| August 11, 2017
Global Debt
The Case for International Bonds

International bonds can offer favourable yields and valuations compared with U.S. bonds.

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By
Hemant Baijal
| July 26, 2017
Global Debt
If Not for the Geopolitics, Russia Would Be Boring

Despite geopolitical risks, we believe Russia’s local currency debt remains a good yield play.

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By
Meral Karasulu
| July 14, 2017
Global Debt
Strategies for Emerging Market Local Debt: A Conversation

Our portfolio managers discuss investing in locally denominated bonds in developing countries.

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By
Hemant Baijal
&
Wim Vandenhoeck
| June 29, 2017
Global Debt
Brazil's Economy Will Not Go to Jail

Despite its political crisis, we believe Brazil’s fundamentals remain strong.

By
Claudia Castro
| May 23, 2017
Global Debt
Mexico Is Calling, but Should Investors be Wary?

Markets don’t seem to be pricing in the prospect of an unfavourable 2018 election outcome.

By
Claudia Castro
| May 09, 2017
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