On June 23, 2016, the United Kingdom will vote either to remain in or leave the European Union (EU).
Despite a strong rally in emerging-market local-currency debt in 2016, a widening yield differential with US rates points to the long-term value of the asset class.
Despite the risks of slowing global growth and more falls in oil prices, prospects for European high-yield debt are particularly encouraging.
The Brazilian equity market recently sold off on news of a recording of the new Brazilian president discussing corrupt practices with a powerful businessman. Vontobel offers its views on its Brazil holdings and why the country, on the edge of important economic reform, needs political stability.
Matthew Benkendorf, CIO, Vontobel Asset Management, Inc.
Q2 Vontobel Global Markets Podcast with Matthew Benkendorf, moderated by Joe Terranova, Virtus’ Chief Market Strategist.
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