Robert Arnott, chairman and CEO of Research Affiliates, discusses what demographics can tell us about equity and fixed-income performance in the years ahead.
Jason Voss, CFA, looks at US Treasury yields, the flood of new corporate debt issuance, the emerging market resurgence, and other fixed-income surprises from 2014.
Three factors make emerging market debt tick: country risk, mostly driven by fiscal conditions, i.e., internal balances as it is often known; currency risk, driven by balance of payments or external balances and the resulting reserve positions; and corporate credit risk, i.e., company balance sheets.
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