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This website is only for Qualified Investors as defined in Art.10 CISA (see T&Cs for definition). By entering the site you confirm that you fall under this definition.

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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:

US Tariffs and their effects on emerging market debt

Mike Hugman argues that rising trade tensions between the US and China are now largely reflected in markets and will likely create an attractive opportunity to re-allocate risk back into emerging market debt portfolios.

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