A powerful recovery across Asia

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A powerful recovery across Asia

Dhiraj Bajaj - Head of Asia Fixed Income

Dhiraj Bajaj

Head of Asia Fixed Income
Nivedita Sunil - Senior EM & Financials Analyst

Nivedita Sunil

Senior EM & Financials Analyst

Register now to our webinar:

Macro Outlook for Asia and Emerging Market Fixed Income 

 

This webinar is a Macro Outlook - discussing key investment themes that will drive Asia and Emerging Market Fixed Income as we start 2021. Our team will share their expectations around various countries’ paths to recovery and discuss allocation preferences across Asia and Emerging Markets from a fixed income perspective.

The Singapore-based investment team behind our award-winning Asia credit franchise of USD 5.7 billion AuM1 will address the following:

 
  • Recalibrate extent and impact of higher systemwide indebtness – following a decade of tepid global growth and record debt levels, the Covid crisis has abruptly raised debt levels for Emerging Markets even further and put immense pressure on both sovereign and corporate creditworthiness;

  • Project strength of the recovery – the potent mix of a Biden US presidency, rapid vaccine development, free-trade deals across Asia and China’s rapid closure of its output gap will likely lead to a powerful cyclical recovery across Asia and Emerging Markets in 2021;

  • Discuss opportunities and allocation preferences – our investment team expects the services-led recession to end in 2021, but the recovery across Emerging Markets will likely be multi-speed, uneven and complex. In fact, some of these countries may never recover from a creditworthiness perspective.

 

Click here to register for our Macro Outlook for Asia and Emerging Market Fixed Income

 

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1 Source: LOIM, as of 30 October 2020. Lipper award winner for 2018 (UK), 2019 (Germany, Austria) and 2020 (Switzerland, Nordics, France) and Fund Selector Asia Platinum Award Winner. Awards and ratings subject to change without notice. Past performance is not a guide to future performance.

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