M&G Investment Specialist Mario Eisenegger tells us from Santiago de Chile why some of the most overlooked Emerging Markets (EM) may offer opportunity. From Chile’s central bank or walking down the streets of Santiago, Mario says that investors should look beyond the headlines in order to find value and spot any potential risks.
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If you looked at the post-referendum changes in sterling versus the dollar, or the movement in gilts, you’d be forgiven for thinking that Brexit was done and dusted. The 10 year gilt yield has bounced back to around pre-referendum levels hovering around the 1.4% mark (in August 2016, 10 year gilts rallied to historical lows of 0.5%), while the front end of the yield curve has moved higher. Simi… Read the article
The flattening of the yield curve is carefully watched by investors as it is traditionally a good indicator of an economic slowdown. However, we always need to question conventional wisdom, and one thing we can say about the great financial crisis, and the great financial recovery, is that the actions central banks have taken to meet their mandates has been quite different this time.
The Fed ha… Read the article