Views from LGIM's Asset Allocation team. Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this blog.
Erik identifies investment opportunities across emerging markets. He uses quantitative models, past experience and lots of common sense. Prior to joining LGIM, Erik worked for a hedge fund, a bank, and the IMF.
China is boosting growth through leverage. Since China already sports one of the highest debt levels worldwide, investors are rightly concerned about a financial crisis. We also see China on course for a financial crisis, but feel the crisis is still a few years away.