Emerging market hard-currency bonds generally seem a better buy now than their local-currency equivalents, says Sergio Trigo-Paz, the US fund house's head of EM debt.
Tag : andrew swan
The US fund manager says much depends on the government, but expects economic growth to slow in the second half. As such, it is underweight Chinese banks.
Andrew Swan highlights an environment of low valuations in Asia combined with loosening monetary conditions. But Schroders underlines macro worries.
Nick Scott is set to retire as CIO of Asia fundamental equities and will be replaced by regional investment manager Andrew Swan from JP Morgan Asset Management.
