Schroders Emerging Markets Lens: Emerging Market Debt

Schroders Emerging Markets Lens: Emerging Market Debt

🕔16:07, 4.Aug 2022

Summary Hard currency emerging market debt (EMD): – Valuations vary: 1. The spreads of investment grade (IG) sovereign and IG corporate indices are close to their historical medians. High yield (HY) corporate index spreads have inched slightly above the historical

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Inflation remains the priority amid slowing growth

Inflation remains the priority amid slowing growth

🕔14:36, 4.Aug 2022

The Federal Reserve did not surprise and raised its target range for the federal funds rate by 75 basis points to 2.25%-2.5%, referring to high inflation as its primary concern1 . A strong labour market supported a hawkish tone overall

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Alternative Data: Workforce Recovery and the Great Resignation

Alternative Data: Workforce Recovery and the Great Resignation

🕔13:43, 4.Aug 2022

More displaced workers seem ready to come back into the labor force, but employers may need to watch their highly compensated “stayers.”  One of the key economic side effects of the COVID-19 pandemic and lockdowns was the wholesale departure of

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Are consumers really trading down to private label foods yet?

Are consumers really trading down to private label foods yet?

🕔13:00, 4.Aug 2022

Since at least February, with the start of Russia-Ukraine War, many investors and sell-side analysts have sounded the alarm that private label was positioned to gain meaningful market share at the expense of branded food. There was certainly a logic

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Does inflation travel?

Does inflation travel?

🕔10:15, 4.Aug 2022

Inflation has been a major driver behind financial market returns and we expect that to remain the case in the short term. Trade costs are a significant contributor to the final price of any good with shipping costs its most

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Yen’s plummet puts Bank of Japan in a bind

Yen’s plummet puts Bank of Japan in a bind

🕔08:35, 4.Aug 2022

The Japanese yen (JPY) has plunged to its lowest level in decades against the US dollar, as the Bank of Japan (BOJ) has kept its monetary policy ultra-loose even as other central banks begin to hike interest rates and dial

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