Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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To learn more about our services get in touch on +44 20 7246 7800 or sales@trustedsources.co.uk.

Recent Emerging Markets research

* The GRID, Jon Harrison, Larry Brainard, 15 Aug 2017
* EM Watch, Jon Harrison, Bo Zhuang, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, Jules Bordat, 14 Aug 2017
* EM Watch, Bo Zhuang, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Jules Bordat, Jon Harrison, Marcus Chenevix, 7 Aug 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 1 Aug 2017
* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, Jules Bordat, 31 Jul 2017

See all our Emerging Markets research >>

Strategy Flash

Overview

We assess EM sovereign credit spreads relative to recent history based on two measures – credit rating and economic fundamentals – in order to provide a quantitative input to the sovereign credit views expressed in our 1 July 2016 EM Strategy Monthly. We consider this rich/cheap analysis in the light of our view on politics and structural reform, factors that are not captured directly by economic fundamentals and may not be fully reflected in the credit...

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