Thursday, August 9, 2018

Fund investors push US portfolio allocations near post-election highs amid signs of economic strength, trade uncertainty; The mood remains cautious on emerging markets, though fund investors are seeking relative winners in a trade war scenario; More signs of risk aversion—bonds over equities, investment grade over high-yield, and USD over local currency EM debt

IIF Authors

Celso Nozema

Celso
Nozema
Financial Economist
+1-202-682-7451
cnozema@iif.com

Fiona Nguyen

Fiona
Nguyen
Senior Research Analyst
+1-202-682-7443
fnguyen@iif.com

Sonja Gibbs

Sonja Gibbs Senior Director Global Capital Markets IIF
Sonja
Gibbs
Senior Director, Global Capital Markets
+1-202-857-3325
sgibbs@iif.com

Emre Tiftik

Emre
Tiftik
Deputy Director
+1-202-857-3321
etiftik@iif.com

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