Threadneedle: Can EM debt trade more tightly than the US?
The impact of the 2008 credit crisis is of more significance than geopolitical risk on market direction and it could be time to think the unthinkable, says vice-chairwoman Sarah Arkle.
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Investors were too wrapped up in geopolitical risk in the first quarter and have lost sight of the impact of the 2008 credit crisis on the direction of financial markets, says UK asset manager Threadneedle.
The firm’s vice-chairwoman and former global CIO Sarah Arkle paid a flying visit to Hong Kong yesterday and stressed that a hunt for long-term value must start with an appreciation of GDP growth trends.
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