Stew’s Views: Week of February 14, 2022

February 14, 2022

Read more from our CIO, Stewart Russell as he covers how last year’s poor performance and the high-profile problems of Chinese developers like Evergrande, emerging market fixed income has become almost a four letter word amongst allocators. That being said, our optimization tools across many yield targeted portfolios currently advocate a small amount of exposure to emerging market high yield credit (EM HY).

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Erica Ellis,