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.
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Written by
Tristan Sones, CFA®
Vice-President and Portfolio Manager
AGF Investments Inc.
