On the morning of 28 October 2022, Sanjay Guglani, CIO, spoke about how investors can position themselves for inflationary pressures and the case for Emerging Markets Fixed Income.
The data is loud and clear. The case for Fixed Income is strong:
– Lock in higher yields for longer: higher yields simply mean higher returns
– USD Bonds offer better returns than Local EM bonds (free money!)
– IG yields are higher than ever before: low risk, fantastic returns
Listen to the full interview-on-demand here.
As always, we would love to hear your views, comments, and rejoinders at [email protected].