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In this quarter’s edition:

Portfolio positioning highlights: An overview of our positioning in a selection of countries, currencies and sectors.

Topic of the quarter: Brazilian political risks cloud economic picture

A recent research trip reaffirmed the size of the economic challenges which still exist in Brazil. We outlay our view on the likelihood of social security and pension reform being passed, the prospects for the country’s 2018 presidential election and how we reflect our views in our core emerging market debt portfolios.

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