A wide divergence in EM bond performance

Author: Tristan Sones

November 20, 2017

Accommodative monetary policy has propped up global markets over the past several years. As central banks gradually remove this stimulus, we are now seeing countries with weaker fundamentals lag. Tristan Sones explains why Venezuela and India are moving in opposite directions, creating an opportunity for active managers.


Written by

Tristan Sones, CFA

Vice-President and Portfolio Manager

AGF Investments Inc.

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