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.
Friendly Francis gives nothing away to the managers that he meets – we can’t tell what he’s thinking as he types away on his Dvorak keyboard (apparently non-QWERTY keyboards exist…!). Staying true to his Malaysian roots, he balances his steady day-to-day routine with a good dose of adventure abroad.
Are we starting to see the promise from emerging market local currency debt? Emerging market local currency debt has had strong returns year-to-date but we remain cautious on its future outlook. Here we look at three charts that give us an insight into this asset class.