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, Larry Brainard, Jon Harrison, 18 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Bo Zhuang, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 16 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 9 Oct 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 5 Oct 2017
* EM Watch, Larry Brainard, Jonathan Fenby, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 2 Oct 2017

See all our Emerging Markets research >>

TS Absolute Views

Overview

“TS Absolute Views” is a monthly publication listing our high-conviction absolute return market views across asset classes (see Table 1 below).* For each absolute view, we summarize the rationale and provide a link to relevant research publications that offer a more detailed analysis.

Turkey: We maintain our positive view on Turkish sovereign credit. The market correction following the failed coup is, we believe, pricing in potential further credit rating downgrades. Our...

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