Emerging Markets: Risks Remain Amid Trade War De-Escalation
In our latest Q3 outlook, a look at how emerging markets may find room to rebound despite policy uncertainty, fiscal fragility, and global growth headwinds still looming. While the threat of an escalation in the US trade war has receded, slowing global growth will continue to drag, particularly on emerging markets (EMs) that are reliant on trade. That said, a weaker dollar and limited spillover from rising yields in developed market (DM) bonds should give emerging market central banks room to support their economies.Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. Hey, welcome back. It's great to have you. We really appreciate the audience. We've got a really loyal group of folks who listen to our podcast all the time, and I get a lot of nice compliments from people over time. And I just want to just say a really sincere thank you. We try really hard to make the podcast educational. We hope that that helps with keeping everybody current on markets and on the latest trends. Speaking of which, we have a brand new event that is going to take place in Philadelphia on May 7th and 8th, which is on ABF, which has got to be the hottest asset class going right now. Real estate and infrastructure. If you are one of those folks, these are your people. Please email us at events@insuranceaum.com and we'll get a registration packet headed your way. So today's podcast is very topical and it has to do with fund finance. And the title of the podcast is Fund Finance Evolution Insights and Opportunities. And we're joined by Shelly Morrison who is the head of fund finance at Aberdeen Investments. Shelly, welcome, and thanks for taking the time.
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