EM Lens: Developing a Defensive Response to the Mideast Crisis
Heightened geopolitical risk is driving asset price fluctuations, as inflation and interest rate uncertainty demands increased focus on risk management and liquidity. Andrew Jackson, head of investments at Vontobel, joins...
By Aditya Somani · Bloomberg
Heightened geopolitical risk is driving asset price fluctuations, as inflation and interest rate uncertainty demands increased focus on risk management and liquidity. Andrew Jackson, head of investments at Vontobel, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to assess portfolio exposure and investor sentiment across emerging market debt, as the asset class is well positioned to rebound when tensions de-escalate. Jackson and Sassower touch on inflation expec