Jon Harrison

Managing Director, EM Macro Strategy
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TS Absolute Views

Overview

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

Turkey. We maintain our positive view on Turkish sovereign credit. The external environment has reached an inflection point and is likely to be marginally less supportive overall for EM sovereign credit, which will hit some debt markets, but investors will continue to seek out the most attractive fixed income opportunities...

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