(Harvest) Despite stronger sensitivity to movement in the U.S. dollar and other challenges within emerging markets, we still think there are opportunities for long-term investments in countries where we’re seeing fundamental improvements and stable politics.
Key Takeaways
A U.S. dollar rally since the beginning of the second quarter of 2018 has put pressure on emerging markets, impacting positions in all fixed income portfolios. Countries such as Thailand, Colombia and Chile – which have worked hard to reduce deficits, create surpluses and embrace fiscally prudent policies – offer opportunities for fixed income investors with a long-term view.
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