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 >>

TS Market Views

Overview

Our Market Views monthly publication lists Trusted Sources’ high-conviction absolute return market views across asset classes (see Table 1 below). For each market view, we summarize the rationale and provide a link to relevant research publications that offer a more detailed analysis.

The external environment for EM assets remains challenging and over the past month has led to an acceleration of outflows. We maintain our negative view on Brazilian equities but close our positive...

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