This hackneyed expression of “Time in the market” is trotted out by the perma-bulls every once in a while. The cynical amongst us suspect it is when their assets under management (AUM) are threatened. It has the same simplistic catch-line and absence of logic as populist political slogans – usually in red – and many
When viewed within the context of other fixed income assets, Emerging Market Debt (EMD) has a great deal going for it: it’s a mature, diverse and liquid market offering cheap valuations, relatively low default rates and attractive yields. Moreover, despite perceptions to the contrary, economic fundamentals for many EM countries are meaningfully superior to the
The MitonOptimal Guernsey team offer up their views on markets in this Quarterly Market Video Report. Questions covered and their respective timestamps are listed below: What changes have you seen in the market environment over the last quarter? (Shaun McDade) How have holdings in the portfolios performed over the last quarter? (Blair Campbell – 05:48)
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