Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* Fixed Income Scorecard - methodology, Jon Harrison, 21 Jun 2017
EM Watch EM Watch, Jon Harrison, Larry Brainard, Cristobal Arias, Shumita Sharma Deveshwar, Christopher Granville, Jules Bordat, Marcus Chenevix, 19 Jun 2017
* The GRID, Larry Brainard, Jon Harrison, 13 Jun 2017
* EM Watch, Jon Harrison, Larry Brainard, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 12 Jun 2017
* Asset Allocation and Absolute Views - methodology, Jon Harrison, 6 Jun 2017

See all our Emerging Markets research >>

Absolute Views

Overview

Table 1 below presents our high-conviction absolute return market views across asset classes; closed views are shown in Table 2 at the end of this note.

Russia. Despite gains over the past month, we maintain our positive view of Russian equities. The re-rating of Russian assets owing to the prospect of better relations with the US and the Eurozone has further to go. Furthermore, sound monetary and fiscal policy is positive for investor sentiment while higher oil prices provide a...

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